Montcalm & Associates - Insurance..

Our Approach

Montcalm & Associates Financial Group was founded on rural values.  We understand the importance of family and community.  We can help you evaluate your current insurance policies and determine if they are the best fit for your personal situation.

People often look to buy life insurance during life changing events; when they are getting married, starting a family, buying a home, changing jobs, or starting up a business.  Very few people don’t have a need for  life insurance.  By planning insurance needs early on, determining the type of insurance that you should buy, and the amount of coverage you require, you will have taken a very key step toward successfully managing risk, thereby protecting present and future wealth.

Our systems use LifeGuide www.lifeguide.com LifeGuide is the most detailed and comprehensive multiple company life insurance quotation software available in Canada.  LifeGuide allows us to provide you with policy and price information from competing insurers on virtually every insurance product offered in Canada.  We will show you the survey results as part of our presentation.

Our affiliation with Independent Planning Group provides us with access to insurance solutions beyond individual life insurance allowing us to guide you through the complexities of disability insurance, critical illness insurance, and long-term care insurance without limiting our access to eligible insurance carriers.  Speak to us about your needs and let us show you how we can save you time and money securing the coverage you need.