PERSONAL PLANNING
A financial plan can increase your wealth, but did you know it can also make you happier? People who work with a professional advisor to put a financial plan in place have higher emotional well-being. We can help you achieve this, too. Our trusted, local advisors can tailor a financial plan specific to your needs and goals. It can include everything from how you manage your money today to longer-term goals like investments, insurance, taxes and planning for retirement. We want to empower you as you travel through all of life's financial stages.
Wealth Management
Money flows through every aspect of your life, so learning how to manage it is essential to your success. To help you achieve this success, we offer free access to financial experts who look beyond your numbers and empower you to make decisions that align with what matters to you most. Whether you’re a seasoned investor or just getting started on your wealth-building journey, we offer one of the widest range of investment options in the industry and have the people and products to help you grow. They are on site to help you with:
- Investment planning
- Retirement planning
- Education planning
- Tax planning
- Estate planning

What is wealth management?
Payment Protection
When illness, tragedy or job loss strike, the last thing you want to be concerned with is how you’ll pay your mortgage or loan. We can make sure you’re covered with a wide range of mortgage and loan insurance products that will protect you and your family from financial loss should difficult times arise.
- Life
- Disability
- Loss of Employment
- Eligible Critical Illness
- Life
- Disability
- Eligible critical illness

Making sure your coverage still fits your life
Estate Planning
- Will
- Power of Attorney
- Distributing your estate
- Planning how you want things handled in the event of the unexpected assures you that your wishes will be carried out with the least amount paid in legal fees and taxes for both you and your heirs

Estate Planning 101
CUMIS® Home Insurance
Contact CUMIS today at 1-800-810-2847 to speak to a Licensed Insurance Representative or get an online quote for a home insurance estimate. (Some conditions apply)
Whether you’re learning how to budget, building your credit rating, borrowing, saving, investing or protecting what matters to you, our local experts are here to set you on a course toward achieving your life goals.

Do you have an estate plan?

Are you an executor?
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®CUMIS is a trademark of CUMIS Insurance Society, Inc. and is used under licence. Insurance is underwritten by CUMIS General Insurance Company.
®Concentra Trust is a registered trademark owned by Concentra Bank and is used under license.