My name is Dawn Vader, CFP. I'm a Certified Financial Planner and an insurance specialist.
If you're looking for Key Man Insurance to protect your business from the loss of a key executive, or you're looking for advice on funding your partnership buy-sell arrangement with insurance you've come to the right place.
Key Man Insurance is a complicated area. Who should own it? Your operating company or your holding company? Who should you name as beneficiary? Is future insurability potentially an issue? Do you want conversion options? Does this person need to have the option to take the policy with them when they leave? How much insurance do you really need?
I come from a banking background where I spent 15 years in commercial collections, commercial lending and then private banking with BMO. I founded Red Seal Financial Ltd. in 2013 in order to work more closely with business owners. If you're looking for Key Man Insurance, I can help you understand your options.
Please introduce yourself. You can email me at firstname.lastname@example.org, phone or text me at 780-498-0341, or you can fill in the form below.