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Money Shield Insurance and Investment

  • Insurance
201 - 5811 Cooney Rd.
Richmond, BC V6X 1B5
(778) 863-3361
Hours:
By appointment

About Us

Money Shield provides financial strategies and distributes all types of insurance and investment products throughout British Columbia, Canada. We are passionately dedicated to putting our clients read more
  • About

    Money Shield provides financial strategies and distributes all types of insurance and investment products throughout British Columbia, Canada. We are passionately dedicated to putting our clients first in an ever-changing environment and circumstances and create plans that would benefit individual, family, and corporation needs. Our commercial & personal insurance and investment business are conducted with over 35+ carriers, and out of these carriers, we help our clients find the best products on the market that best fit their situations.

    We provide the following services for our clients:
    ? Financial Planning & Strategies
    ? Individual & Group Insurance (e.g., life, critical illness, disability, travel, individual & group health and dental, etc)
    ? General/Property and Casualty Insurance (e.g., business liability, error & omission, home & condo, tenant, auto, and marine insurance, etc)
    ? Health & Welfare Trust (aka Private Health Services Plan)
    ? Corporate Key Person & Business Overhead Expense Insurance
    ? Investment Planning (e.g., RRSP, TFSA, segregated funds, annuity, etc)
    ? Private Wealth & Exempt Market Investment
    ? Banking
    ? Registered Education Savings Plan

    For more information, please visit our website at http://moneyshield.ca
    Sandy Gum, Founder of Money Shield sandy.gum@moneyshield.ca / 778-863-3361

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  • Whom to Contact

    • Sandy Gum
      Owner
      201 - 5811 Cooney Rd.
      Richmond, BC V6X 1B5
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