Why MMG Insurance & Estate Planning?

Helping our clients preserve their wealth, protect loved ones and create their legacy through tax and estate planning.

To be the most proactive estate planners, protecting what our client’s value most

With over 50 years experience our team at MMG Insurance & Estate Planning has specialized in creating personal financial plans unique to your situation.

Our Families, Business owners and Cottagers trust us to:

  • Retire Wealthy
  • Take care of Business interruptions
  • Increase revenues and profits by creating tax efficient plans
  • Intergenerational Wealth Transfer
  • Business Succession plans
  • Ensure their beloved cottage stays in the family and is protected from becoming net family property
  • Collaborate with Accountants and Lawyers

We are proud members of Advocis, The Financial Advisors Association of Canada, (largest voluntary membership association of financial advisors in Canada).

Hold valuable designations, such as the CLU, CHS, CEA that allow us to be experts in:

  • Life Insurance
  • Critical Illness
  • Insured Retirement Planning
  • Immediate Financing Arrangements
  • Estate Transfers
  • Estate Freezes
  • Funding for Buy Sell Agreements

MMG Insurance & Estate Planners are proud supporters and donate to causes close to our hearts.  This year our donations went to :

  • MAAD
  • Rescue and fostering animals for adoption,
  • Food Banks
  • Toronto Sick Kids Hospital
  • Princess Margaret Hospital
  • Volunteering at a wellness retreat for woman affected by breast cancer and gynecological cancer

We are passionate about helping our clients Protect, Create and Preserve.