Life insurance and segregated funds
ERG Wealth has identified life insurance and segregated funds as its licensed product scope. This statement does not establish the licence held by either individual on our leadership pages. Before receiving a recommendation, request the individual’s licence details, the insurer or agency relationship, and confirmation that service is authorized in your jurisdiction.
Confirm the provider before proceeding
Ask for the legal contracting entity, agency or dealer relationship, product provider, applicable fees and compensation, and any conflicts relevant to your decision. The website does not establish a GFI affiliation, securities-dealer registration or permission to provide services outside a confirmed jurisdiction.
Education is not individual advice
Our resources explain general Canadian financial considerations. They are not recommendations to buy, sell or replace a product. No legal, accounting, individualized tax or discretionary portfolio-management service is represented. Review estate documents with a lawyer and tax decisions with a qualified tax professional.
Risk and insurance-contract terms
Investment-linked values can decline. Segregated fund contract benefits have specific conditions, costs and limitations; withdrawals can affect benefits. Life-insurance coverage depends on underwriting and policy terms. No return, tax saving or financial outcome is guaranteed by this website.
Questions about professional scope
Contact ERG Wealth to confirm professional and product details before relying on any service description.