Kevin Pacheco –

Linkedin Facebook Instagram Tiktok Google
Menu
Linkedin Facebook Instagram Tiktok Google
Menu
Linkedin Facebook Instagram Tiktok Google
Menu

WEALTH & SAVINGS

Welcome to Advantage Wealth & Insurance

Learn More

Wealth Strategies

GIC (Guaranteed Investment Certificates)

Secure your investments with GICs, which guarantee the return of your initial investment amount at the end of the term, along with the predetermined interest rate.

GIC (Guaranteed Investment Certificates):

Secure your investments with GICs, which guarantee the return of your initial investment amount at the end of the term, along with the predetermined interest rate.

Segregated Mutual Funds

Enjoy the benefits of guarantees not found in other investments. Choose a guarantee level on your initial investment from 75% to 100% to ensure a significant portion or all of your invested money remains protected.

Segregated Mutual Funds

Enjoy the benefits of guarantees not found in other investments. Choose a guarantee level on your initial investment from 75% to 100% to ensure a significant portion or all of your invested money remains protected.

Annuities

Plan for a stable income stream during retirement, independent of market fluctuations. Annuities provide you with the flexibility to customize your investment to suit your specific needs, ensuring a reliable source of income.

Annuities

Plan for a stable income stream during retirement, independent of market fluctuations. Annuities provide you with the flexibility to customize your investment to suit your specific needs, ensuring a reliable source of income.
Explore the advantages of our financial products at Advantage Wealth & Insurance. From secure GICs and guaranteed segregated mutual funds to the diversification offered by mutual funds and the reliability of annuities, we have the solutions to support your financial goals and provide peace of mind.

Saving Plans

TFSA (Tax-Free Savings Account)

Experience the benefits of a registered investment account that allows for tax-free growth of investment income and capital gains. Maximize your returns by investing within a TFSA.

RRSP (Registered Retirement Savings Plan)

Take advantage of the tax benefits provided by an RRSP. When you contribute to this plan, your contributions are tax-exempt for the year earned, offering a valuable tax advantage.

RESP (Registered Education Savings Plan)

Secure your child's future post-secondary education with the help of a government-sponsored RESP. This program provides financial assistance in saving for their educational journey.

RDSP (Registered Disability Savings Plan)

Designed exclusively for individuals with disabilities, the RDSP is a nationwide registered matched savings plan. For every dollar you contribute, the government matches it with up to three dollars, empowering you to save for a financially secure future.

FHSP (First-Time Home Buyer Savings Plan)
Unlock the potential of homeownership with the FHSP, a newly introduced registered plan. This innovative program allows prospective first-time home buyers to save up to $40,000 on a tax-free basis, providing a significant boost towards their dream home.
Discover the advantages of our registered investment accounts at Advantage Wealth & Insurance. From tax-free growth in TFSA to the tax advantages of RRSP, and the government-sponsored RESP and RDSP programs, we provide the tools to support your financial aspirations. Secure your future, achieve your goals, and build a solid foundation for success.

Services and solutions

Welcome to Advantage Wealth & Insurance, where we offer a holistic approach to cater to all our clients’ financial needs. Our primary objective is to understand each client on a deep level, delving into their unique requirements, investment risk tolerance, and the desire to safeguard their hard-earned achievements. Our services include:

  • Financial planning
  • Retirement income planning
  • Investment strategies
    Life, health and disability insurance strategies
  • Group benefit strategies
  • Corporate retirement strategies
  • Succession planning
  • Estate planning
  • Tax strategies

Life Insurance

Whether you need temporary coverage for your mortgage or comprehensive whole life protection, we offer a wide range of options to provide peace of mind, ensuring your loved ones won't bear a financial burden.


Critical Illness Insurance

In times of illness, our insurance plans offer vital financial support. With coverage for up to 26 illnesses and the option riders of a return of premium, this solution provides significant assistance during challenging times.

Disability Insurance

Our goal is simple - to replace a portion of your monthly income when injury or illness prevents you from working. Government benefits often fall short, leaving gaps in covering essential expenses such as groceries, bills, and family support.

Long-Term Care Insurance

Prepare for the future with peace of mind and financial assistance. Our long-term care insurance provides support when you are unable to perform basic daily activities, ensuring you receive the care you need most.

Individual & family Benefit coverage

Enjoy reimbursement for eligible health expenses, including medical, dental, vision, and other healthcare costs not fully covered by provincial or secondary benefit plans.


Group Health Benefits

Provide comprehensive benefits to your employees, irrespective of their age, profession, or social background. These benefits are instrumental in attracting and retaining a skilled workforce for small businesses. Additionally, they can be utilized as a strategic tool to offset higher wages and enhance employee satisfaction.

Start Working Towards Financial Security For Life.

Protect Your Wealth today to learn more about our comprehensive insurance, retirement planning & investments – each fully customizable for your needs.

Contact Us