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Financial Centre - Westrock Wealth Finacial LTD
History
Westrock Wealth Finacial LTD was established in late 2022, as a new division under the CashFirst Canada Financial LTD umbrella.
Westrock Wealth Finacial provides life, critical illness and disability insurance, segregated funds, life annuity, RESPs, RRSPs, RRIFs and TFSAs products from major Canadian insurance companies. Our new division partners with experienced Financial Advisors who have been working in the financial services and life insurance industry for over “100 years combined experience”.
Service Area
Insurance First currently service in the Greater Vancouver Area only.
Our Financial Advisors are life insurance brokers who have worked in the financial services and life insurance industry with over “100 years combined experience”. They can customize an insurance policy or an investment plan that meets your financial goals.
Products & Services
Life Insurance
Financial planning
Financial planning
Our agents have more than 10 years of experience in the industry and work with companies like BMO Life, Canada Life, Canada Protection Plan, Desjardins Insurance, Empire Life, Equitable Life, Foresters Life, Industrial Alliance Financial. Manulife, and RBC Life.
Financial planning
Financial planning
Financial planning
Our experienced Financial Advisors will help you achieve your short and long term financial goals including retirement planning and estate planning. Additional services also include budgeting, investment, debt coaching and debt management.
LegalShield Canada
Financial planning
LegalShield Canada
Have you ever had any situation when you needed legal advice, yet you couldn't because it costs too much? We are happy to introduce LegalShield Canada. By enrolling in a LegalShield membership, you will receive unlimited legal consultation and advice from a team of lawyers at no cost or for a fraction of the standard price.
IDShield Canada
Tax and Accounting Services
LegalShield Canada
Protect yourself with identity, credit monitoring and cyber security. Let a dedicated team of specialists help keep you safe. IDShield not only alerts you about fraud, it provides full-service identity restoration.
Tax and Accounting Services
Tax and Accounting Services
Tax and Accounting Services
Insurance First provides Personal Income Tax (T1 returns) preparation services which include self-employed tax returns at a low cost.
Mortgages & Loans
Tax and Accounting Services
Tax and Accounting Services
Insurance First works with mortgage brokers, financial institutions and private lenders to provide the lowest mortgage and loan rates. Our Advisors understand all of your options and help you save on interest.
Group Insurance & Benefits
Individual Dental & Health Plans
Individual Dental & Health Plans
In a competitive job market, a group benefits plan can help retain employees, improve morale and productivity. CashFirst Financial Advisors work with mayor group life insurance companies to build a plan that fits your organization. You can also combine your group benefits plan with a group RRSP to help your employees reach their retirement goals.
Individual Dental & Health Plans
Individual Dental & Health Plans
Individual Dental & Health Plans
Need personal insurance plans that can help cover those out-of-pocket costs, such as dental, prescription drugs and eye glasses, not covered by the BC Government? No matter your situation, we’ll find a plan that fits you.
Travel Insurance
Individual Dental & Health Plans
Travel Insurance
Travel insurance provides coverage for unexpected emergency medical expenses and trip cancellation packages when travelling abroad or as a visitor to Canada. Whether you plan to travel for leisure or business on your own or with your family, let our Advisors help you get a plan which meets your needs.