THE WEALTH PROTECTOR SERVICES
Best Insurance Services For Our Clients
Life Insurance
Disability & Critical
Insurance
Health Insurance
Rewards Program
The Wealth Protector
We understand that safeguarding your family and preserving your wealth are of utmost importance to you. That's why we work alongside a team of dedicated professionals who are experts in the field of insurance planning. Our comprehensive approach ensures that your full service planning needs are met and tailored specifically to your unique circumstances.
With a specialized focus on life insurance and planning, our team of insurance specialists is equipped to guide you through the intricacies of using insurance to your advantage, leveraging it for wealth accumulation. Rest assured, with The Wealth Protector by your side, you can feel confident in securing a prosperous future for yourself and your loved ones.
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With dedication, expertise, and a collaborative approach, we provide exceptional service and tailored insurance solutions that empower clients to thrive financially, protect legacies, and make a lasting impact on their lives and the community.
Our Mission
At The Wealth Protector, we are committed to being the leading Insurance Expert, empowering individuals and business owners to attain financial security and wealth growth through strategic insurance solutions.
Being partnered with professionals such as Financial Planners, Mortgage Brokers, and Accountants, we offer a holistic approach, delivering expert advice from various fields to surpass our client's financial goals. Collaboration and partnership are at the core of our success.
Our Passion
At The Wealth Protector, we help clients diversify portfolios through insurance, unlocking its numerous benefits beyond protection. Our focus is on educating clients about insurance's untapped potential, particularly in creating tax sheltering strategies for wealth building and financial security.
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Outside of work, we prioritize personal lives and enjoy quality time with loved ones, engaging in enriching activities like reading, exercising, and golf. Organizing charity events is a passion, bringing people together while making a positive impact in the community.
Why Choose The Wealth Protector?
What Sets Us Apart?
Having exerience in mortgages, mortgage insurance and financial planning we know the importance of having a well structured life insurance plan makes.
We are all specialists in the insurance field and do not deal in other areas.
We work with all carriers servicing all of Ontario and NS. We have elite status with carriers allowing us to strategically structure policies for our clients.
Partnered with over 16 insurance carriers in Canada ensuring the best solution to your needs. Servicng Ontario and Nova Scotia,
Customers We Have Served
1000+
Clients
Recommend Us!
97%
Rewards Program
100+
10+
Trusted Since 2014
My Happy Clients
Meet the Team
Brandon Masini
Sr. Insurance Consultant
Brandon has over 10 years of experience in the life insurance industry along with extensive knowledge in all areas of wealth management. Outside of work you will find Brandon with his wife and 2 children or helping out with local charities and events in the community. Servicing Ontario and Nova Scotia.
Dana Prince
Insurance Consultant
Based in Nova Scotia with over three decades of sales and customer service expertise, including two decades in the financial sector encompassing banking, loans, mortgages and credit education. Dana has spent a decade specializing in mortgages and over 5 years as a life insurance agent. Her unwavering commitment to ongoing learning drives to help clients adapt to lifes transitions, safeguarding their future and well being. Dana resides in Windsor Nova Scotia and is licensed in Ontario and Nova Scotia for insurance.
TEAM OF SPECIALIST
My Partners
Lawyers, Mortgage Brokers, Accountants, Private Banking, & Investment Advisors
How To Become A Partner
Are you an insurance advisor looking to transition out of the business or even possibly looking for assistance to work part-time or less?
We can help!
A partner is a financial professional is who wanting to ensure their clients receive the highest level of customer service and expertise. We work with mortgage brokers, real estate firms, Wealth Planners, Accountants and Private bankers as having a specialist goes a long way in building trust with your clients.
Why Use
The Wealth Protector?
No Different Than Your Family Doctor Referring You To A Specialist
Your family doctor is fantastic and can help in most areas of your health however when they want to make sure of something they send you to a specialist.
In the world of finance we want to ensure the highest level of expertise in every given area. We only focus on Life insurance and Estate Planning and at no cost to our clients and a value add for our partners this is a WIN WIN.
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Types Of Insurance
Health & Dental
Insurance
Critical Illness
Insurance
Whole Life
Insurance
Guaranteed IssueLife Insurance
Let's talk about everything!
Book Or Contact Us Today!
