Secure Your Future Today
Robert Montello: Over 25 Years of Trusted Experience in creating strategic Life, Accident & Sickness Insurance solutions, for individuals, families and businesses.
Planning Today, Protecting Tomorrow.
Life Insurance Accident & Sickness Group Insurance
Life Insurance
Secure your family's future with comprehensive life insurance plans. Tailored to meet your unique needs, we'll provide you with the right plan to provide you peace of mind, ensuring financial security for your loved ones in your absence. Explore our range of options today.
Accident Insurance
Accidents can happen when least expected. Our accident insurance plans offer the protection you need, covering unforeseen events and providing financial support during tough times. Stay prepared and safeguard your well-being with our reliable coverage.
Sickness Insurance
"Health challenges can be unpredictable. Our sickness insurance provides crucial support during difficult times, covering medical expenses and loss of income. Prioritize your health and financial stability with our tailored sickness insurance solutions
Business Insurance
We offer a variety of customized insurance solutions. Including partnership and group insurance plans, we protect your company's future and support your employee's wellbeing.
Estate Planning
Protect your family's financial future and maximize your legacy with strategic life insurance solutions. Our estate planning strategies provide tax-free benefits and ensure smooth wealth transfer to your beneficiaries.
Your Security is our priority
Protecting What Matters Most Tailored Life and Accident Insurance Solutions
Tailored Solutions
Understanding your unique needs is our priority. We conduct thorough assessments to tailor life and accident insurance solutions, ensuring they align perfectly with your individual circumstances and goals.
Best Fit Coverage
We meticulously compare various market options to select the best life and accident insurance solutions for you. Our commitment is to find coverage that not only meets your needs but also offers optimal value
Security & Growth Potential
Exclusive Insurance-Backed Investment Options for your future
Explore the benefits of guaranteed investment funds, only available from licensed insurance agents like Robert. Providing segregated funds, guaranteed interest annuities, and regular annuities.
Learn more about the current potential high interest rates provide for insurance- backed investment products.
Free will & Estate planning Kit
Download Your Free Will Kit Now
Get organized and protect what matters most. Our complimentary will kit includes essential templates and checklists to help you start planning today.
RM Insights
Navigating Your Investment Options
Discover the best investment options tailored to your goals, from traditional methods to sustainable and impact investing. Learn how personalized strategies, including exclusive insurance-backed inves... ...more
Insurance
August 29, 2024•3 min read
Individually Owned vs Bank Provided Insurance
Explore the crucial differences between individual and bank-provided mortgage insurance. Uncover the hidden risks of bank insurance, including reduced flexibility and coverage. Learn why personal poli... ...more
Insurance
July 26, 2024•2 min read
Maximizing Returns: Bond Funds and GICs in High-Interest Markets
Learn how to make the most of high interest rates in your investments. We'll explain how bond prices change when interest rates go up, and show you ways to use bond funds and GICs to grow your money i... ...more
Insurance
June 28, 2024•3 min read
Explore Your Options
Secure Your Financial Future: Book a Chat with Robert
Discover insurance and investment options suited for you. Schedule a meeting with Robert, and get the peace of mind of having a plan tailored to your situation and goals.