1. HOME
  2. OUR MISSION
  3. SERVICES
  4. FEES & CUSTODY
  5. OUR TEAM
  6. LINKS
  7. CONTACT US
Life insurance solutions offered through Kilburn Investment Management Ltd.

Life insurance solutions are offered through Kilburn Investment Management Ltd. Insurance can not only protect one financially from an untimely death or disability, it can also stand alone as an investment, if certain criteria are met. If one has no mortgage, has maximized their RRSP contributions, and is in a high tax bracket, one can use tax sheltering benefits or insurance to produce after-tax returns dramatically superior to other conventional investments. Life insurance is also one of the most efficient vehicles for leaving money to your estate. Certain insurance products allow one to invest the cash values of the policy in vehicles that are essentially the same type of investments that one would buy outside an insurance policy. By considering life insurance part of the overall investment portfolio, it is possible to choose where one takes their bond and stock exposure to maximize the return of the overall financial investment portfolio.

We also specialize in the sophisticated uses of insurance for businesses, including key person, funding buy-sell agreements, funding for estate and business succession planning arrangements, funding for tax liabilities, and corporate tax sheltered accumulation.