Life Insurance & Life Annuities
Is your life insurance used as an asset and integrated within your financial portfolio?
We help families protect, grow and successfully transition their wealth through generations.
Your values and valuables will be your legacy. For the past 35 years, we have given our clients sound advice on using life insurance and annuities to preserve and build their wealth for generations.
– David Forest
expert advisors helping families protect, grow and successfully transfer their wealth through generations
years of solid, innovative ideas on using life insurance and annuities to safeguard legacies
approval rate for submitted claims
David Forest has consistently helped me secure both my business and family against the excessive taxation which success can bring. He has never avoided issues and has provided me with an incredible number of financial options from which to choose.
Chairman of a privately held real estate company
I have absolutely no hesitation in recommending David Forest and his team to anyone seeking the very best possible service in planning for the long term. This is a very professional organization.
Former Astronaut
I have known Mr. David Forest personally as a friend for more than ten years. Professionally, David provided us recently with an idea which we never thought of before and that both my advisors and myself found particularly useful in our own family situation. Later on, David showed me what was available in the marketplace. To implement the proposed plan and strategy he wisely recommended one of Canada’s top insurance firms, one that is very important to me. I look forward to working with David in the future and I have no hesitation in recommending him to anyone who needs advice in financial planning.
Chairman of a public company
Our creative strategies can protect you, your income and your capital against the risks of death, disability and longevity. As independent life insurance advisors, we recommend plans that are based solely on your circumstances, with advantages that are not found in stocks, bonds or real estate.
Is your life insurance used as an asset and integrated within your financial portfolio?
Are you minimizing tax and maximizing your wealth’s impact on the next generation?
Are your philanthropic goals aligned with your financial and tax planning strategy?
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At FOREST, we give people the chance to do their best work while respecting their need for balance. Our healthy and inclusive work environment creates a culture of trust, fostering strong relationships and reinforcing our shared values. We are always looking for attentive listeners with exceptional skills who want to turn their knowledge into value for our clients.
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