Planning For
As an authorized agent for the Engineers Canada Manulife Affinity Program, we have been entrusted to provide expert, sound insurance advice for members associated with Engineers Canada.
You might be an employee, a sole proprietor or an incorporated business owner, so understanding the different roles that you may assume over your professional lifetime is important.
Am I eligible to participate in the Engineers Canada Manulife Affinity Program options? And do these options meet my personal and professional needs?
Can the Engineers Canada Manulife Affinity Program address the insurance needs required in my Shareholders Agreement? And are there other options I should consider?
I’m planning to incorporate a business, can I change the ownership of my Engineers Canada Manulife Affinity Program policy? And where can I get additional insurance if I need it?
Can you assist me if I have other financial planning needs beyond the Engineers Canada offerings? And how do you integrate the planning I’ve already done?
What are the financial implications of transitioning to a managerial role or switching industries? And how should I financially plan for further education or certifications?
As an authorized agent for the Engineers Canada Manulife Affinity Program, we have been entrusted to provide expert, sound insurance advice for members associated with Engineers Canada.
