Copper Hills Wealth Advisory
How We Think
At Copper Hills Wealth Advisory, we believe good financial planning is not about chasing trends or buying products. It’s about protecting people, decisions, and dignity — over time.
Copper Hills Wealth Advisory
What We Do
We organize our work using a simple framework so nothing important gets missed. Every client conversation typically touches two or more pillars.
Copper Hills Wealth Advisory
How We Work
Our process is designed to be thoughtful, collaborative, and clear — creating calm, not urgency. We meet with clients regularly to review their financial lives and adjust as needed.
Planning-led · Relationship-driven
With Clarity and Care
We help families and business owners protect decisions, structure wealth, and transfer both assets and values.
Calm, thoughtful planning built for real life — not just spreadsheets. We coordinate with your professional advisors to reduce confusion, strengthen continuity, and support long-term outcomes.
Serving clients across Canada • Bilingual support available upon request.
- Families
- Business Owners
- Incorporated Professionals
- Legacy & Philanthropy
- Incapacity & Continuity
Our Promise
Good planning isn’t about products
It’s about protecting people, decisions, and dignity across a lifetime.
— Copper Hills Wealth Advisory
Copper Hills Wealth Advisory
Our Products
- Life Insurance
- Universal life insurance is truly unique. That's because it combines the protection of life insurance with the benefits of tax-advantage.
- Disability Income Insurance
- Disability insurance provides you with a source of income to replace your salary during a period of disability resulting from an accident of illness.
- Critical Illness Insurance
- Transition critical illness insurance provides you with a lump-sum payment after a critical illness is diagnosed. As a result, you can devote 100% of your energies to your recovery, without worrying about the financial impacts of the illness.
- Mortgage Insurance Plan
- The objective of our Home Protection Plan coverage is to enable you to avoid leaving a significant debt for your surviving spouse and children. This plan enables your loved ones to keep the house and all the benefits associated with it, rather than having to sell up, in the event of your death prior to repayment of the mortgage loan.
- Travel Insurance
- Not all insurance plans cover travel outside of Canada, not even credit card or government health plans. Even when travelling on business, not all companies insure employees on international travel.
- Savings & Investments
- The IAG Savings and Retirement Plan offers all the flexibility and performance of our investment guarantees. You'll enjoy an integrated savings plan that addresses all your goals.
Contact Us
Book a Conversation
If you’re looking for thoughtful planning and calm guidance, not sales pressure, we’d love to connect.