To help Canadians eliminate threats to their financial freedom.
We have been fortunate enough to be in the financial services industry since early 2001. We love helping people fulfill their financial dreams while protecting them against unforeseen financial risks.
We know that life can throw us all curveballs and that there can be bumps along the way. Which is why it is crucial for us to ensure our clients are safeguarded against these unexpected turns.
Furthermore, we know our clients work hard for the success they have achieved. Thus, it is extremely important to minimize tax and retain as much of their earnings as possible.
Why choose Protect Your Wealth?
Life Insurance, Critical Illness Insurance, & Disability Insurance solutions.
- Fast, easy, and convenient.
- Personalized quotes that suit your needs and budget.
- Buying insurance virtually from the comfort of your own home.
- Easy to access service – by phone, email, online videoconferencing or in-person!
- Pressure free guidance – no pushy sales.
- 20+ years experience crafting insurance packages that give you peace of mind.
- One-on-one service with insurance experts with detailed knowledge of your account.
- Licensed insurance advisors ready to help anytime you need it.
- Compare multiple insurance solutions from Canada’s most respected life insurance companies.
- No cost or fee to use our services at any time.
Our Investment Planning starts with a complimentary analysis that looks at your needs and goals, followed by the conception of a strategy that fits both. With our expertise in controlling risk, minimizing taxes and optimizing wealth, we can help you will find your way to a secure financial future, and one that works with your budget and lifestyle.
As your Financial Advisor, we will foster a trusting, long-lasting relationship with you, offering unparalleled levels of service that will help you see the financial future you want.
Protect Your Wealth is here to help you find the right solutions for long-term financial security by working closely with you to understand your current situation, as well as your objectives for the future and how we can reach them.
Parvesh Benning | Founder and President
Parvesh Benning founded Protect Your Wealth in 2007.
As a seasoned wealth advisor, Parvesh has nearly 20 years experience in the financial services industry working with major banks such as Bank of Montreal, Manulife Bank, Scotiabank and TD Canada Trust along with partnering to provide solutions from some of Canada’s largest and most respected life insurance companies.
Parvesh runs a holistic needs based practice which ALWAYS puts his clients interests first. Protect Your Wealth was founded with this fundamental belief.
Email him directly at: email@example.com
Insurers we work with
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Start Working Towards Financial Security for Life.
Contact Protect Your Wealth today to learn more about our comprehensive insurance, investments, and financial planning services – each fully customizable for your needs.