Securing Your Legacy: The Role of Life Insurance in Estate Planning
Estate planning is like creating a roadmap for your financial legacy. It goes beyond me…
Kelvin Chong & Associates
Best Life Insurance Brokers & Agents in Ottawa, Ontario
At Kelvin Chong & Associates, we use expertise built on ethics and sound principles. With a combined experience of over 50 years, we are well versed at finding the best options in the insurance industry while understanding the risk associated with one’s health and their financial well-being.
You will have peace of mind working with an insurance advisor from Kelvin Chong & Associates who genuinely understands the application and implementation of life insurance based products and works with the highest level of competence, compliance, integrity, and creativity.
We deliver insurance-based solutions to reduce risk determined by your current and future circumstances. During a consultation, your needs are analyzed, your situation is summarized, and we recommend the best insurance solutions available to you today. You are assured your ever-changing needs are still being met with our commitment to periodical reviews of your insurance portfolio because life can change.
Our client's privacy is of the utmost importance. Any information you share with us is done in confidence and for the purpose of assessing your situation and providing you the best viable solutions. Whether planning for the future or possible expenses, our recommendations are always rooted in guidelines and aligned with practical and reasonable expectations. We always move forward with mutual interest. Success and growth are achieved by implementing a plan upheld in an environment of trust, experience, and goodwill.
No fee confidential consultations are available Monday to Friday, morning or afternoon, whether by telephone or in person.
Services By Kelvin Chong & Associates
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Insurance Audit
In many cases, you may be unaware of what you are paying for and what the coverage entails. The devil is always in the ...
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Life Insurance
Life insurance provides a lump-sum tax-free payment to the named beneficiary when the insured dies for as long as the contract ...
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Living Benefits Insurance
Often times when we refer to insurance we think of life insurance which is a benefit that is paid out as a result of ...
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Experience Matters!
Get the benefit of over 50 years of combined experience by putting it to work for you.
Our Practice
Principles of integrity, transparency, and helpfulness. We work with you to establish a clear vision of your big picture and reaching all your financial goals.
Dedicated Professional
We always apply ourselves with responsibility & detail to execute the work required. Regardless of where you are in life, we will be with you each and every step of the way.
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Clients Focused
Our focus on client satisfaction is how we have sustained and grown our business over the years. We work for you, not the insurance companies.
When Life Happens
Transitioning through new additions to the family, a change in marital status, new employment, planning/entering retirement, or starting or closing a business can change your insurance & financial goals. No matter where you are in your life cycle, we are here to guide you through.
Latest Blog Posts
Our services include Insurance Audit, Life Insurance, No Medical Exam & Simplified Issue Insurance, Living Benefits Insurance, Critical Illness Insurance, Disability Insurance, Long Term Care Insurance, Health & Dental Insurance, Travel Insurance, Creditor Insurance, Group Health Benefits, and other Life Insurance Services.
Kelvin Chong & Associates serves across Ottawa, Gatineau Region, and the surrounding areas.