What we do
Five services. Two departments. One plan.
WealthBox operates an Insurance department and an Investment department under one roof. Each service below has its own dedicated guide — pick the one closest to what you're thinking about, or start with a conversation and we'll point you the right way.
Insurance department
Protection, assessed and explained
Coverage that matches your actual situation — not the largest policy on the shelf. Each guide explains what the product does, who it's for, and the considerations that matter.
Life Insurance
Income replacement, mortgage protection, and education funding — sized with a needs-analysis approach you can see the math behind.
Explore life insuranceCritical Illness Insurance
A lump sum on a covered diagnosis — for the months when your income stops but your obligations don't.
Explore critical illnessDisability Insurance
Closing the gap between what your household needs and what group benefits actually pay — for employees and business owners alike.
Protect your incomeInvestment department
Growth, planned deliberately
Long-term strategies built around goals — with the assumptions shown, the risk conversation done properly, and no return guarantees anywhere in the picture.
Retirement Planning
What you'll need, what CPP and OAS will pay, and what savings must fill the gap — projected with your numbers and stated assumptions.
Plan for retirementInvestments & Financial Planning
Goal-based investment planning: diversification concepts, honest risk assessment, Canadian account structure, and a review rhythm that keeps the plan alive.
Explore investmentsNot sure which one?
Start with the situation, not the product
Most people don't know which service they need — that's normal. Tell us what's on your mind and we'll show you which piece of the plan it belongs to.
"What happens to my family if something happens to me?"
→ Start with life insurance and the needs calculator.
"I can't afford to stop working for a while."
→ Start with disability insurance and the income-protection calculator.
"Will I actually have enough when I retire?"
→ Start with retirement planning and the retirement calculator.
See which piece your plan is missing
One conversation, a written summary, and a clear next step. That's the whole commitment.