Life has a way of changing course without notice. One moment everything feels secure—steady income, stable health, long-term plans. Then something shifts. Illness. Injury. A phone call you didn’t expect. At Green Group Private Wealth Management, we believe that smart insurance planning isn’t about fear. It’s about being ready. Ready for the unexpected. Ready to protect what matters most.
Whether you’re a business owner, a high-income professional, or building a family legacy, we design insurance plans that create confidence. Our strategies help you weather disruption without derailing your financial goals.
The Foundation of Financial Resilience
Insurance is often overlooked in wealth planning. But at its core, it’s the foundation that protects everything else. Without it, your income, your assets, your retirement, even your business could be at risk.
We help clients in Newmarket and across Ontario understand and integrate the right protection into their broader financial strategy—ensuring insurance isn’t an afterthought, but a core component of long-term planning.
Life Insurance: More Than a Payout
Life insurance provides more than money. It provides stability for the people you leave behind. Funeral costs, mortgages, business debts—yes, those are covered. But high-net-worth life insurance also creates liquidity, protects estates from taxes, and supports business continuity.
We work with:
- Families who want to ensure their children and partners are financially secure
- Entrepreneurs who need buy-sell funding or business succession protection
- High-net-worth individuals using life insurance as a tax-efficient estate tool
For business owners, life insurance can be the difference between a smooth transition and chaos. We build policies that support shareholders, keep operations running, and preserve the value you’ve worked so hard to create.
Critical Illness Insurance: Support When It’s Needed Most
A cancer diagnosis. A stroke. A major heart issue. These are not hypotheticals—they’re realities that affect hundreds of thousands of Canadians each year. Critical illness insurance provides a lump-sum payment when you need it most, giving you the freedom to focus on recovery without financial stress.
Cover private treatments, replace income, or simply create space to breathe during a difficult time. This is a layer of protection that gives you options, not restrictions.
Disability Insurance: Income That Keeps Showing Up
Your ability to earn an income is one of your most valuable assets. Disability insurance protects it. If illness or injury keeps you from working, this coverage ensures you don’t fall behind on bills, investment goals, or family obligations.
Whether you’re a business owner, consultant, or salaried professional, we help you select and structure disability insurance that reflects your income and future potential—not just a generic number on a policy.
Estate Preservation for High-Net-Worth Families
For high-net-worth individuals, estate planning is more than passing on money—it’s about protecting purpose. But taxes, fees, and debt can quickly consume what you hoped to leave behind.
Life insurance for high-net-worth individuals is a powerful tool for:
- Offsetting final taxes
- Equalizing inheritances
- Funding charitable giving
- Providing liquidity to settle estates without selling key assets
We work with your legal and tax team to integrate insurance into your overall wealth transfer plan—ensuring your legacy stays intact and aligned with your vision.
Annuities: Predictable Income for Retirement
Insurance planning isn’t just about protection—it’s also about predictability. Life annuities can convert a portion of your wealth into guaranteed income, helping turn retirement into a period of comfort and control. Whether you’re retiring from a business or winding down a professional career, annuities can provide the peace of mind that your income will last as long as you do.
Tailored Insurance Plans for Every Life Stage
At Green Group, nothing we recommend is off-the-shelf. Your insurance strategy is shaped by your income, your responsibilities, and your future goals. We’ll review existing coverage, identify gaps, and build a plan that protects your entire financial picture.
From updating old policies to designing insurance for a growing business or family, we handle every detail—so you don’t have to.
Our insurance planning services include:
- Life insurance solutions for individuals and families
- High-net-worth life insurance to support estate and tax strategies
- Critical illness insurance for income replacement and treatment access
- Disability insurance that supports your earning potential
- Insurance plans tailored for business continuity and retirement security
Be Ready for Life’s Next Chapter
You don’t get to control life’s curveballs—but you can be ready for them. At Green Group Private Wealth Management, we bring structure, experience, and care to every insurance plan we build. With us, you gain more than a policy—you gain peace of mind.
Book a meeting with Green Group today to build a personal or business insurance strategy that protects your future, empowers your family, and preserves your legacy.