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Wealth Management & Financial Planning

The “Wealth Management” term is erratically thrown around plenty at different companies, but not many offer satisfactory solutions and results for their clients.

At Life Insurance Pro, on the other hand, we understand the tremendous importance saving for the future holds. We actively work with you to provide real and effective wealth management solutions that help keep your finances under control, all the while providing you with the kind of solutions that you need at any place and any time.

Our wealth management strategies are part of a high-level professional service that combines financial and investment advice, high-net-worth portfolios, tax service, retirement and estate planning for a one-time nominal fee. We fully guarantee that our wealth management & financial planning solutions are among the best on the market, and we are totally committed to proving it to each and every potential client of ours.

Our wealth managers are highly specialized and fully capable of giving pertinent piece of advice regarding the best way you should invest/save your money. On top of that, each is specialized in different areas of expertise, so you can rest assured that the piece of advice you receive is, on the one hand, tailored to match your current situation, and, on the other hand, worth every single penny you pay.

Our Reviews

Excellent4.8 Based on 388 reviews from ★★★★★ Quick, reasonable and the broker, Sehar Bajwa was helpful, knowledgeable and kind.Thank you Sehar!Cindy MathisonCindy Mathison ★★★★★ Sehar was a great help in sorting out my travel insurance, even while I was on the road, follow up was easy.Emergency medical and Trip insurance, got a great rate, tks again Sehar!Donna KarjalainenDonna Karjalainen ★★★★★ Service was excellent. Assisted in every way possible to clarify my needs.John FantinJohn Fantin ★★★★★ I and my wife got travel insurance with help of insurance agent Sehar Bajwa. Tanks a lot for Sehar Bajwa for very professional and competent job.Mikhael ChernitskyMikhael Chernitsky ★★★★★ Thanks Sehar for your knowledge and patience while I decided which package to take!! Well done!Bandna SawhneyBandna Sawhney ★★★★★ I had a great experience with Sehar when purchasing my travel insurance.Joy McDonellJoy McDonell ★★★★★ Thank you Ummi, Alliance Income for her wonderful service, she was helping me with travelling insurance with professional manners, giving me options and advices that I felt very comfortable and confidence. The process was smooth and efficient, right after the phone call process, the policy was immediately delivered to my e-mail. I would recommend Alliance Income and agent Ummi. Thanks.Katiana LoKatiana Lo ★★★★★ Spoke with Artmiz. Very knowledgeable and very professional. Answered all my questions.Would highly recommend her to family and friends...actually, I already did and my friend was very pleased with the service she receivedPam SinghPam Singh ★★★★★ My dealings with both Adam and Theresa were handled in a professional prompt manner giving me confidence in Alliance. I hope never to have the need to use my coverage, but I would hope that the experience would be as good.Eklove ShatnerEklove Shatner ★★★★★ Ummi was most helpful and informativewhen I purchased Trip Cancellation andInterruption coverage on September 19!Stephen J. RushfordStephen J. Rushford ★★★★★ Amazing service! Nice to talk with a real person and not just online. Great at changing my insurance with no issues.Joanne HuntJoanne Hunt ★★★★★ Artmiz was capable, responsive and punctual. A good experience!Geoff StilesGeoff Stiles ★★★★★ Once again Ummi has provided an economical rate and stress free service for my snowbird health insurance. Strongly recommend for price and revive many thanksElizabeth BastableElizabeth Bastable ★★★★★ Theresa helped me get medical insurance for my upcoming trips. She explained everything in detail making it an easy for me to make the decision!christine Foxchristine Fox ★★★★★ Theresa Hauser provided excellent service - clear information and great support regarding travel insurance- both cancellation and interruption.Don WagnerDon Wagner ★★★★★ Theresa was very helpful & answered all my questions. Very efficient & I received all the documents & information within minutes. Thank you TheresaIrene HartlIrene Hartl ★★★★★ Quick and efficient process and very good, pleasant exchange with agent Theresa HeuserRandy KlattRandy Klatt ★★★★★ Theresa is very helpful and efficient. I get all my insurance needs done seamlessly by this company.Maria Cecilia Danganan-LandichoMaria Cecilia Danganan-Landicho ★★★★★ Artmiz Namazi was a very nice person to deal with. She went far and beyond to help me to have the best deal. She understood my problem and made sure I knew it was solved. I will greatly recommend her to anyone searching for emergency travel insurance.Catherine PoplawskiCatherine Poplawski ★★★★★ Theresa Heuser helped me with buying travel insurance today. She was amazing!! The process was fast and painless. I always find buying our travel insurance to be one of the most stressful things in getting ready to travel. Thank you Theresa for making it so easy for me.Pat and Art ThorrougoodPat and Art Thorrougood ★★★★★ Theresa was prompt at replying, answering all my questions and very friendly and pleasant to deal with. She is an asset to your company.Yvonne FjaagesundYvonne Fjaagesund ★★★★★ Great experience. Theresa Heuser And Sabrina Izdiher helped me with everything. Very helpful and awesome customer serviceGurasisGurasis ★★★★★ Great professional quick service!Colleen Van HornColleen Van Horn ★★★★★ It was good, customer service and the client dealing is best and also they get you good deals.Ahtsham SaifAhtsham Saif ★★★★★ Theresa was very clear and helpful with our travel insurance questions.Gabriella KleinGabriella Klein ★★★★★ Theresa was very helpful and professional in all our dealings! Would recommend her highly.Joyce SchaafJoyce Schaaf ★★★★☆ Theresa was very efficient, friendly and patient.Sandra PerrinSandra Perrin ★★★★★ Artmiz Namazi was an excellent person to deal with. She was very knowledgable and gave me excellent advice. Her quick response to my inquiries on line and over the phone were great. She was extremely helpful and friendly and gave 5 star service.The price for the insurance I needed was also excellent. Thanks ArtmizFran SmythFran Smyth ★★★★★ Excellent product at a cheaper price than other providers.Dale CrawfordDale Crawford ★★★★★ Brilliant and professional support given by Artmiz. Very happy with our Travel Insurance Policy. Thank youSabir ParvaizSabir Parvaiz ★★★★★ I am So glad and happy to have the agent name Ummi to assisted me purchase our travel insurance, very pleasant and helpful. Introduced her to my friends, they were happy with the service too. Thanks Ummi. For sure will looking for you at next travel time.Van TranVan Tran ★★★★★ Great people & service.Dave GobellDave Gobell ★★★★★ Great job, knowledgeable, very patient and tried her best to help me. Thanks Ummi for excellent customer serviceRazijaRazija ★★★★★ Artmiz was very pleasant and efficient to deal with. She was prompt in her replies, and in answering any other questions we had. Her travel insurance pricing was the best that we found,Jean BamfordJean Bamford ★★★★★ Artmiz was totally great!! She is so pleasant, efficient and she gave us the best price and advice!! It was a pleasure to work with her.Ian BamfordIan Bamford ★★★★★ Very good. LovelyDonna KeenanDonna Keenan ★★★★★ Our agent Artmiz was very knowledgeable and answered all of our hypothetical travel scenarios with ease. The premium savings were significant because Allianz offers "top-up" products to those of us who have existing coverage, but need more.catherine onishicatherine onishi ★★★★★ Ummi is always helpful and professional. She has been helping our family for all travel insurance over the past years.MargieMargie ★★★★★ Ummi is courteous and professional. Good job!Rod SetoRod Seto ★★★★★ Artmiz was very pleasant and helpful in providing the coverage needed for my trip.John CliffordJohn Clifford ★★★★★ Nice Dealing And Nice Explanation…Harman BasraHarman Basra ★★★★☆ I want to let everyone know that when you buy your insurance from Alliance, buy it from Dornaz. I have had 2 separate policies through her and can't say enough about her thoroughness, knowledge of the product and her customer service. It was pleasure dealing with her.Nola DyckNola Dyck ★★★★★ Great customer serviceJennifer PhillipsJennifer Phillips ★★★★★ I had a very good experience with Dornaz. She was very helpful and got my policy together quickly. I will certainly recommend her to my friends.Steve StaplesSteve Staplesjs_loader
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At Life Insurance Pro, we understand the paramount importance of family. Our top-tier insurance policies empower you to consistently support your loved ones, ensuring financial stability even in your absence.

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