“It is better to see where you are standing before moving forward, otherwise you will keep coming back or to a similar place where you already are”
Risk Assessment & Management
In alliance with AA del Sante Inc., Ziebeq has developed and introduced a new practice aiming to bring clarity and coherence to finances, understanding the conditioning of the person’s behavior, their actions and the realities of their economic system as foundation to their current financial wellbeing and the implications for their future prosperity.
Since its beginnings, Ziebeq has adopted a multidisciplinary educational approach; welcoming the contribution of science to complement the understanding of economic reality.
The access and applications of the right financial tools aligned to satisfy specific needs are essential to our practice.
Investments
- Registered Retirement Savings Plans (RRSP / RIF / LIRA / LIF)
- Tax Free Savings Accounts
- Registered Education Savings Plans RESP
- Non-Registered Investments
Heritage & Legacy Planning
We believe that planning for correctly giving to the loved ones or passing on the wealth we have created to the next generation, is a function of much understanding of our own responsibilities to the ones dependent on us, and the effects of what is given to the ones who receive.
For many, transfer wealth revolves only around the economic transaction to the beneficiaries and the advantage for taxes after the person is gone.
For us, it is about values, the legacy based on the wisdom, struggle and example left by our predecessors who conducted their lives the best they could; hoping to influence a new generation capable to discern from rights and wrongs and by becoming better stewards of the lessons and the capital inherited. Hopefully to act with the maturity to serve others in a moral, respectful, prosperous, and decent way.
Insurance
- Life Insurance
- Disability and Critical Illness Insurance
- Long Term Care
- Health Insurance
- Travel Insurance / Super Visa Insurance
- Annuities
