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Five relationships that help organize your life in Canada

Professionals who know more about a product or service than you do can help in more ways than you may realize.

Lawyers. Lawyers can help you to prepare a will, purchase property, or set up a family trust.

Insurance Advisors. Chartered Insurance Professionals (CIPs) can help you figure out the small print in your home insurance policy to make sure you’re protected against floods, fires and other disasters. They can give you the peace of mind that should the unexpected occur, you’ll be covered and supported.

Bankers. Online banking has eliminated the need for a personal banking relationship for most people. But working with a trusted banker can be helpful when applying for a loan or mortgage. Bankers can explain in simple terms the ins and outs of interest and other conditions of the loans, as well as answer all your questions on the spot.

Accountants. Over 70 per cent of respondents indicated they don’t have a professional relationship with an accountant. Accountants can help you ensure you are filing your taxes correctly, and haven’t missed any boxes or claims.

Financial Advisors. These money experts are the professionals with whom most respondents said they have a relationship. They can assist in investments, business advice, and planning for your kids’ education or your retirement.

For more info, visit www.beassured.ca.      

– NEWS CANADA 

Posted: Sep 6, 2017

November 2017





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