Life Insurance Services

Understanding the Complexities and Uncertainties

At Leyland & Matters, we understand the complexities and uncertainties that come with managing significant wealth. Our dedication goes beyond ensuring your assets are protected—we strive to help you harness the full potential of your wealth, ensuring a lasting legacy and peace of mind for you and your family.

Expert Guidance for Wealth Protection and Growth

Our core expertise lies in providing tailored, independent, and tax-efficient life insurance strategies solutions. With over 35 years of collective experience in the wealth management and life insurance industries, our team of CPA, CAs is exceptionally equipped to navigate the intricate financial landscape on your behalf.

Custom Insurance Strategies

Our service begins with a deep understanding of your unique needs and aspirations for your wealth. Unlike a one-size-fits-all approach, we compare financial alternatives and collaborate to build customized insurance strategies that align with your overall financial circumstances and goals. From unlocking corporate retained earnings to providing estate tax liquidity and supporting philanthropic causes, our comprehensive suite of services is designed to empower you to make informed decisions with confidence.

A Unified Advisory Approach

We value the importance of coordinated advisory, which is why we immerse ourselves in your financial universe. By having access to all major life insurance companies in Canada, we ensure the solutions recommended are the best fit for your situation. Our coordinated team approach means we can integrate seamlessly with your existing advisory team, ensuring a unified strategy that considers every aspect of your wealth.

Family Consulting Services

Beyond financial capital, we recognize the significance of human capital—wisdom, knowledge, and experience—that families pass down through generations. Our Family Consulting Services are tailored to help you align your family’s vision, establish effective governance structures, and foster trust and open communication among family members. By balancing the preservation of both your financial and human capital, we enhance the likelihood of a successful legacy transition.

Living Benefits

Discover the transformative approach of our Living Benefits. It’s not just about securing your family’s future; it’s about enhancing your life today. From accessing wealth in your lifetime to funding your aspirations, our Living Benefits program is designed to make your wealth work for you—now and in the future.

Committed to Your Peace of Mind

At Leyland & Matters, our commitment to you is unwavering. From the initial consultation to the implementation of your personalized insurance strategy, and through regular reviews and updates, we’re with you every step of the way. Your peace of mind and the security of your legacy are our ultimate goals.