Robinson Insurance & Financial Services
About Robinson Insurance & Financial Services
At Robinson Insurance & Financial Services, our mission is to pave the way for everyone to hit their financial goals. We're here to simplify those complex numbers and work out a financial plan that suits you. Whether it's crafting personalized financial plans or offering unwavering support, we're committed to teaming up with you on the journey to financial security and peace of mind.
Being independent is our strength — no big bank or insurance company tells us what to do. That means we are focused on putting your best interests first. We're passionate about finding solutions that work for you. It's not just a service; it's a dedication, a solution, and a promise.
Ready to start setting goals and take control of your financial future?
Let us help you choose the right plan for you.
Our Services
All our services share a common goal: securing your future and reaching your financial goals. We will work with you to create a unique financial plan that is centred on what is most important to you.
Life Insurance
Life insurance provides security ensuring your loved one’s needs are taken care of no matter what happens. We provide all options of term and permanent insurance and will help you decide what works best.
Critical Illness
Receiving a diagnosis with cancer or having a heart attack or stroke can incur huge unexpected financial stress due to large expenses and loss of income. Critical illness coverage provides you with enough money so that you can focus on taking care of you.
Retirement Planning
Ensure a secure retirement by addressing key questions about your income and its sources. We specialize in crafting personalized retirement plans, considering factors like tax planning and exploring options such as RRSPs, TFSAs, and pensions. We will create custom financial plans that are right for you and your unique situation and goals.
Disability Insurance
If you are unable to work due to an illness or getting hurt, you should still be able to provide and pay your bills. Our plans will ensure that you continue to receive income when you need it most, offering peace of mind and financial security.
Mortgage Life Insurance
Providing real coverage for your mortgage and other debts you have if anything happens to you, or your loved ones is crucial for your family. Supporting a household in Windsor-Essex is challenging enough with 2 incomes. Imagine running the household and paying for kids on just one income unexpectedly.
Investment Services
Navigating the investment landscape can be overwhelming. We are here to create a customized investment plan tailored to your unique goals and future. No cookie-cutter plans, just personalized solutions.
