Insurance Questions 

Do you need Life, Disability or Business Overhead insurance?


Important questions to ask yourself:

Do you have children or other dependents?

How dependent are you on your income and do you have a contingency plan if you are unable to earn income for an extended period of time?

Do you have major cash flow obligations such as a mortgage or business loans?


If you have a business are there key people involved that would be difficult to replace if they could no longer fufill their role?

Do you have provisions to be able to fund a buy/sell agreement if something happens to a business partner?

How much existing coverage do you have and is it enough?


Brendan Greenwood CIM, QAFP, B.Comm

301-3700 Steeles Ave W

Vaughan, ON L4L 8K8 

Phone: 416-629-3423 

Fax: 416-999-5620



Insurance Solutions are provided by Brendan Greenwood through Pelorus Transition Planning. *Investments are provided through Greenwood Wealth/Worldsource Securities Inc. Please visit securities website for further details.