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Insurance

Your Trusted Partner for Comprehensive Insurance Coverage

Protect What Matters Most

At Your Virtual CFO, we know the importance of planning for the future. Whether it’s protecting your family, health, or business, smart insurance decisions can make all the difference. That’s why we’re committed to offering unbiased, expert advice and access to up to 15 different insurance providers, giving you the freedom of choice and peace of mind you deserve.

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Life can be unpredictable, but your insurance shouldn’t be.

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life insurance

Our Insurance Services

Life Insurance

Secure your family’s financial future with our tailored recommendations:

  • Life Insurance Canada: Holistic coverage to ensure your loved ones are protected.
  • Life Insurance Alberta: Customized options for residents of Alberta.
  • Whole Life Insurance Canada: Long-term coverage that comes with financial benefits.
  • Specialty Life Insurance: Flexible solutions for unique circumstances and needs.

Our Insurance Services

Health Insurance

Protect your health and lifestyle with comprehensive plans:

  • Disability & Lifestyle Protection Insurance: Ensure income and lifestyle continuity during unforeseen challenges.
  • Critical Illness (Cancer) Insurance: Financial support during life-altering health events.
  • Health & Dental Plans: Everyday healthcare made easier with inclusive solutions.
  • Group Health & Disability Plans: Customizable coverage options for businesses of all sizes.
  • Health Spending Accounts: Flexible spending choices for personalized healthcare.
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Why Choose Us

We believe in educating our clients

Our goal is simple—to provide coverage that fits your unique needs and empowers you to make informed decisions with confidence.

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Unbiased Expertise:

Unbiased Expertise:

Unlike traditional brokers tied to one provider, we work with up to 15

Comprehensive Coverage:

Comprehensive Coverage:

From life insurance to health and disability plans, we offer a wide range of insurance products to suit your individual, family, or business needs.

Ongoing Support:

Ongoing Support:

Our team stays by your side through every step, from assessing your needs to implementing and maintaining your coverage.

Financial freedom is not a dream; it's a decision.

Comprehensive, End-To-End Financial Services

Insurance

Safeguard your future with tailored insurance solutions. We help you identify and secure the right coverage to protect your loved ones, assets, and financial stability, giving you peace of mind in the face of life’s uncertainties.

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Strategic Bookkeeping

Manage your finances with precision. We handle your accounts, track expenses, reconcile transactions, and ensure accurate records, giving you a clear view of your financial health.

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Tax Strategy

Discover smart and effective strategies to save more by reducing your tax burden. Learn practical ways to lower your tax bill, from maximizing deductions and credits to leveraging tax-advantaged accounts.

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financial modeling

Build financial security with intelligent savings strategies and a balanced portfolio. Grow your wealth with smart savings plans and a diversified investment portfolio for your financial goals.

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Will & Estate Planning

Protect your legacy by ensuring your assets are managed and distributed effectively. Ensure your assets are distributed according to your wishes and provide clarity for your loved ones. Protect your legacy with a solid plan in place.

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Investment Planning

Grow your wealth through personalized and strategic investment advice. Build your wealth with tailored strategies and expert investment advice by our experts designed to meet your financial goals.

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