Trusted Insurance Solutions.
Protecting
What Matters.
INTRODUCTIONS
Hi, I’m Jeff Meier. I help individuals, professionals, and businesses develop tailored insurance solutions to reduce taxes, protect assets, and secure a strong financial future. Whether you need individual or personal risk management, corporate or business shareholder protection, retirement planning, or estate solutions, I’m here to help you navigate it with confidence.
WHAT TO EXPECT
What sets me apart? A hands-on, client-first approach. I don’t just recommend policies – I take the time to understand your needs, identify gaps, and ensure you’re always covered as your life and business evolve.
Analysis of your needs
Through detailed analysis of existing portfolios, I address your personal and corporate client needs in an approachable way. At the same time, I seek to uncover any gaps in coverage, whether it's basic risk management, living benefits, or corporate protections.
Putting your plan into action
As a broker, I have access to over ten of Canada’s top carriers, allowing me to price out the most comprehensive and cost-effective solutions when implementing agreed-upon objectives.
Ongoing policy service
Annual reviews and adjusting to any significant identified changes are included in your plan. Ongoing service and communication is a priority.
SERVICES
You deserve customized insurance solutions that align with where you are today and where you want to be tomorrow. As a broker, I can access over ten of Canada’s top carriers, ensuring the most comprehensive and cost-effective solutions. Distance is no barrier – I’m licensed province-wide in Ontario and British Columbia.
Life Insurance (Term & Permanent)
Life insurance provides tax-free financial security for your loved ones in the event of your death, helping to cover expenses like mortgages, debts, and living costs. Term life offers affordable coverage for a set period, while permanent life ensures lifelong protection and can build cash value over time.
Critical Illness Insurance (Term & Permanent with return of Premium)
Critical illness insurance is a lump sum, tax-free policy that helps cover medical costs and living expenses if you’re diagnosed with a serious illness, like cancer or heart disease. It provides peace of mind knowing you have financial support during recovery. The return of premium option ensures you get your premiums back if you don’t need to claim.
Disability Coverage
Disability insurance ensures that you won’t lose your income if an illness or injury prevents you from working. It provides financial support to help you cover living expenses and maintain your lifestyle while you recover or adjust to long-term disabilities.
Policy Conversions
Policy conversions allow you to convert your term life insurance into permanent coverage without a medical exam, giving you the flexibility to adjust your insurance as your needs change over time.
ABOUT JEFF MEIER
After an exciting career with the Canadian Armed Forces, Jeff passionately pursued his interest in the financial services industry. After two years working corporately at a Canadian financial services company, he focused his energies within the insurance and estate planning areas for the past 25-plus years. Most recently, Jeff managed the Insurance, Estate and Group Benefits Division within one of the larger branches at a major independent Canadian financial institution. Using his extensive industry knowledge, Jeff helps develop personal and corporate insurance solutions for individuals, professionals, small businesses, and corporations. These solutions seek to achieve effective tax reduction, shareholder protection as well as risk management, retirement and estate planning solutions, adding protection and maximizing personal and corporate asset and income positions. He respects and values those individuals and Advisors he collaboratively works with and considers it a privilege to engage their client base.
