Peter wolgram

Determining your insurance needs by helping you analyze your life situation
My Services
  • Term life insurance

  • Permanent life insurance positioned as an investment

  • Segregated Mutual Funds 

  • Wealthbar Portfolio Funds

  • Critical illness and disability insurance

  • Protection against high health, prescription and dental costs

  • Travel insurance

  • Planning for estate issues like large tax bills on registered accounts and gains on taxable entities

Professional Credentials
  •  Chartered Professional Accountant/Certified General Accountant

  • Licensed Insurance Agent in BC and Alberta.