Every one of our clients has a unique scenario that must be addressed on an individual basis.
In some cases, I have clients that are simply looking for a professional to go to the insurance market and find the best plan/price on a product, in other cases it is a review of existing coverage, and more often than not, it is about developing a lifelong plan to help you grow and protect your financial wellbeing.
The process generally starts with a phone discussion, and is followed by a series of emails that will help me build an understanding of you, your family, and your business. From there we can create a plan that suits all aspects of your entry and exit strategy from your practice.
If your need is more product-driven, please review the product information section of our website or simply call or email my office to discuss your options.
“I am a mature Immigrant and a new Canadian, and I urgently needed retirement planning. MacLellan and Moffatt was recommended to me by colleagues. Throughout the process, Daniel MacLellan was knowledgeable, understanding of my needs and prompt to answer my many questions. The final plan was well thought out and thorough, and brought about great peace of mind. I highly recommend their company,”
— Dr. Henry Hough MD, Sir Thomas Roddick Hospital, Stephenville, NL