About Us
Shauna Robson is a life insurance advisor committed to helping individuals and families protect their wealth and secure their financial future. With a passion for education, Shauna empowers clients to understand their options so they can make confident informed decisions. She believes strong relationships are the foundation of effective planning and prides herself on delivering trusted guidance with care, clarity, and integrity. With a focus on personalized attention, we are dedicated to safeguarding your future and helping you achieve your financial goals.
Our Insurance Services
Wealth Protection Insurance
Safeguard your family's financial future with our wealth protection insurance. Tailored coverage options designed to meet your specific needs and provide security for your loved ones.
Retirement Planning
Plan for a secure and fulfilling retirement with our comprehensive retirement planning services. Build a stable financial foundation and enjoy peace of mind in your golden years.
Estate Planning
Ensure your legacy and assets are protected with our estate planning solutions. We help you create a strategic plan to manage and distribute your wealth according to your wishes.
Client Testimonials
"Shauna's guidance has been invaluable in securing the right insurance coverage for my family. Her dedication and expertise have provided us with a sense of financial security."
Eva K.
"Working with Shauna Robson Private Wealth and Insurance Broker has been a seamless and rewarding experience. Their commitment to client satisfaction is truly remarkable."
Tom M.
"Shauna's personalized approach and deep understanding of insurance planning have been instrumental in shaping my long-term financial goals."
Sophie T.
FAQ
Why Choose Us?
We stand out for our personalized approach in providing insurance and wealth protection solutions. Our expertise and dedication ensure that you receive tailored guidance for you and your financial well-being.
How to Get Started?
Getting started is simple. Reach out to me for a free consultation, my team and I will work with you to develop a customized insurance and wealth building and protection plan aligned with your unique needs and objectives.
If you need to make adjustments to your insurance or wealth management plan, our team is here to assist you. Contact us, and we will guide you through any updates or modifications
What Makes Us Different?
Our commitment to personalized service and long-term financial success sets us apart. We prioritize building strong client relationships to support and protect your financial future.
Living Insurance
Living Insurance is insurance coverage that helps you and your family when you need it most. If the worst was to happen these options provide you with security that can help you get thru that tough time. Living benefits that we offer are Group Medical and Dental plans for small or large companies, Disability Insurance, Critical Illness Insurance and Accident and Sickness Insurance.
Life insurance is not typically known as a living benefit but in-fact it can! Reach out and ask how Life Insurance can build your system of wealth that you can use right away and years to come. Let me show you how you can compounds this asset over time to use while your alive AND covers you in death.
Non-Living Insurance
Non-Living Insurance is insurance that pays out upon death. No one wants to think about this but in-fact it is the one thing that is guaranteed in every single persons life on this planet. So, would you say it would be smart to plan for it. Think about this, would you like to make sure your family will be taken care of and funeral expenses are covered in the event of your death, your mortgage being paid out, your children's education fully funded, what about passing that family cottage down to your family. Sometimes estate taxes or other liabilities will not leave your children or spouse with what you hoped for. Sometimes capital gains on a second home are so high it may be impossible for loved ones to keep it. This is where Permanent Life Insurance and Term Insurance steps in giving you tax free coverage to your beneficiaries.
Wealth Building
Looking to open a non registered or registered investment such as a TSFA or a RRSP or RRIF? We have you covered.
Insurance brokers offer a wide range of wealth management products which help clients grow, protect, and transfer wealth in a tax-efficient way. The can include permanent life insurance products, segregated funds, annuities and estate planning that complement current investments. By integrating insurance-based strategies with broader financial planning , brokers help clients manage risk, smooth income in retirement, reduce taxes and create lasting financial security for themselves and there families.
Contact Us
Connect with Us
Ready to explore customized insurance and wealth management solutions? Reach out to us via phone, email, or by completing the contact form below.
