W. R. Lyle Garrett, CLU, CH.F.C. (Canada), EPC
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W. R. Lyle Garrett, CLU, CH.F.C. (Canada), EPC
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Insurance, Tax, and Investment Planning
I began my career in the financial services industry in 1969, and spent eight years as a branch accountant for a major Canadian bank and Canada's largest trust company. I entered the insurance business in 1977, and have been associated with the same insurance brokerage since that time. My Chartered Life Underwriter designation was earned in 1982, and my Chartered Financial Consultant designation in 1990. When the Elder Planning Counsellor Programme became available in 2003, I enrolled in the first classes offered. I have a very loyal clientele, and earn most of my new clients by referral.
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Services and Product Suppliers
***SERVICES*** :
Educational Savings Programmes :
Family Income Protection :
Personal Income Protection :
Asset Accumulation :
Tax and Estate Planning :
Retirement Income Design :
Intergenerational Wealth Transfers :
Critical Illness Insurance :
Guaranteed Issue Life Insurance :
Travel Accident and Healthcare Insurance :
All Types of Life Insurance :
Segregated Funds :
RRSP'S and RRIF'S (including pension wind-ups) :
Disability Insurance (salary continuation plans) :
***PRODUCT SUPPLIERS (partial list)*** :
Canada Life (including ex-Crown Life Business) :
Great-West Life :
Unity Life :
Maritime Life (including ex-Aetna Life business and ex-Royal & Sun Alliance Life business):
Empire Life:
American International Life :
Manulife Financial (including ex-Commercial Union Life business) :
Industrial Alliance Life:
Trent Health
SPECIALTY SERVICE : Equipment insurance package for Scout Groups in Ontario - All-risk, any location, reasonable premium. Call for quote.
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Geographic Area Served
I am located in London, Ontario, Canada, and provide personal services primarily in Southwestern Ontario. I am a Level II Life Insurance Agent (Ontario) and a Registered Insurance Broker (Ontario), and a member of both the Canadian Association of Insurance and Financial Advisors and the Canadian Initiative for Elder Planning Studies.
If you happen to have a policy with one of these companies, and are unable to reach the agent who sold it to you, I will be pleased to assist you in getting service.
Quotes for Life or Disability Insurance can be obtained by email : include your date of birth, sex, smoker/non-smoker status, amount and type of coverage, and your occupation.
Financial Planning, Tax Planning, and Estate Planning appointments can be arranged by telephone only - area code 519 - 434 - 1658 between 10:00 a.m. and 3:00 p.m. weekdays only.
To reach us from outside the local calling area for London, we now have toll-free access - 1-888-941-3228
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My Favorite Products
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