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Life Insurance in Moncton

Life insurance is the gift you give your loved ones during times of grief. With the right policy, you are better able to ease the financial pressures of your children, spouse or extended loved ones. Some benefits may include ensuring your children’s post-secondary education is paid or alleviating the tax burdens that may arise when assets are transferred to your loved ones. Ask me about the differences between term, whole life, participating life and universal life insurance products and why you would choose one over the other.

Investments & Insurance Solutions in Moncton

Dharma Insurance & Investments works with individuals, families, and small business owners in Moncton, New Brunswick. Our advice comes from the following values that we work and live by.

  • Trust. I will work with you to build our relationship through transparent communication; informed and up to date content; quick response times; timely action; and because life doesn’t just happen between 9:00 am and 5:00 pm, I am available when you need me.

  • Share. We will work as a team to identify your concerns and goals and clarify your questions. The perfect Insurance and investment plan for you must align with your needs.

  • Educate & Update. I stay informed on products and services and as a part of my commitment to our relationship and putting your financial preparedness first, we will review your products yearly to ensure your needs are always being met.

  • Repeat. I want to earn my clients and I want my clients coming back to me for their insurance and investment needs; I will continue to live into the values listed above.

  • Trust. I will work with you to build our relationship through transparent communication; informed and up to date content; quick response times; timely action; and because life doesn’t just happen between 9:00 am and 5:00 pm, I am available when you need me.

  • Share. We will work as a team to identify your concerns and goals and clarify your questions. The perfect Insurance and investment plan for you must align with your needs.

  • Educate & Update. I stay informed on products and services and as a part of my commitment to our relationship and putting your financial preparedness first, we will review your products yearly to ensure your needs are always being met.

  • Repeat. I want to earn my clients and I want my clients coming back to me for their insurance and investment needs; I will continue to live into the values listed above.

About Diane

Diane

An all too common example of why we need to protect ourselves.

When life happens, it really happens and it’s rarely planned for.

In 2016 I was unexpectedly laid off and forced to face a new unknown. With the many ups and downs that came my way, I am thankful that I had set myself up with a rainy day fund. That fund not only protected me but also afforded me the freedom to spread my wings and go on an entrepreneurial adventure with my life, never to look back.

The unintended consequence of my preparedness? While always having been an advocate for personal financial planning and preparation. I saw an opportunity to help others become their own advocates and from there I made the choice to become an insurance and investments broker. I like good news stories and I knew I could help others put themselves in a position where that can be a reality for them too.

In a world we have little control over, my experience in 2016 is proof that being financially prepared can not only avoid possible disastrous financial outcomes but, in fact, positively change your life. Dharma Insurance and Investments is the expression of my commitment to help others move past the ‘insurance blahs’ and into meaningful, one-to-one conversations with your financial preparedness as the goal. It’s how I can help you create your own good news story, should the unexpected happen to you. By creating a sound financial plan that includes insurance, savings and investing, you can insure you are prepared for life’s unexpected curve balls.

Importance of Investing

My mission is to educate as many people in Canada as I possibly can about savings and investing. And the earlier I can pass on my knowledge, the better. There are different ways you can save to take advantage of tax shelters and how to diversify your investments to manage the risks you are comfortable with. Then with a good plan in place, together we can monitor your investment and savings accounts because with any investment strategy, there will be volatility and it’s my job to make sure you don’t make any rash decisions.

Insurances

Life Insurance

Health & Dental

Travel Insurance

Hospitalisation

Critical Illness

Disability

Calculate Your Life Insurance Needs

Our Carriers

If you’re looking for a financial advisor near you, Dharma is here to help.
We work the leading insurance solution and investment products carriers in Moncton and across Canada to find the right solutions for you.

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Personalized coverage for you and yours

Hours 

Monday – Friday: 9am – 5pm
Saturday – Sunday: By appointment

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