Our goal is to offer our clients meaningful and practical advice, based on a deep understanding of the Insurance & Investment Industry, to provide personal and corporate solutions to capture the most value for our clients needs. We look forward to having an opportunity to work with you, better understand your unique situation, and custom tailor a solution to fit your needs.
These investments are based on distinctive investment strategies that may not be available through typical stock and bond portfolios. With the introduction of a new Private Capital Regulatory regime in 2009, private investments are no longer available to just High Net Worth Individuals and Institutional Investors.
At Drake Wellington, we take the complexity of the seemingly endless options in the insurance industry and distill it down to simple and open conversations, that lead us to the right insurance solution for yourself, your family and your Corporation.
At Drake Wellington, we believe that the bedrock foundation of any financial plan involves having the right relationship with your Banking, and Debt. If there are opportunities to save costs, then we like to help our clients maximize their banking and cash flow efficiency where possible.
Mortgage and banking referrals are made available through Drake Wellington Insurance Services Corporation and our referral network of trusted business associates and partnerships. Advisors of Drake Wellington do not act as a mortgage broker or lending professional directly.
