Travel Medical
Coverage

Advantage Account
Daily interest
excellent rates.

LifeCheque
Critical Illness Insurance.

Long Term Care

Paul has been in business over 27 years. He is a life  member of Million Dollar Round Table and in the top 3% of world's life insurance professionals since 1981.  Paul is an annual recipient of National Quality Award (NQA) since 1978.  From  1984 to 1989 earned the designations  of Chartered Life Underwriter,  Chartered Financial Planner, and Chartered Financial Consultant (First graduating class in Canada). He has been a Certified Financial Planner since its' inception in Canada. Paul is also a successful industry author and speaker. He represents many services and multiple product lines for many financial services companies.

References:

“I have known Paul Lauzon for over 10 years and I would not hesitate to recommend him as someone to go to for all their Financial Planning needs.”
 Phil Walton VP, Distribution Of Canadian Operations Manulife Financial

“About three years ago we went to Paul for advice concerning a potential financial matter that we could be facing. Thanks to his advice we were able to avoid many pit’fall that we were totally unaware of.  Now, three years later we are in a much better financial position than we would have been without his advice. He continues to advise us and we trust him implicitly”
Gordon & Phyllis - Westbank

After years of “managing” our financial affairs, strained cash flow and grey retirement prospects, we met Paul Lauzon.    He was approachable, understanding and considerate - never too busy to listen. Paul’s suggestions have fine tuned our current financial activities and we now can expect a secure retirement.    Thank you Paul!”
Glen & Carol - Penticton
 

originals on file

For a free financial consultation or information on any subject of interest please phone, email or fill in the form on contact us page.