Business Details
Your Trusted Insurance & Financial Planning Partner in St. John's
For over four decades, Pippy Insurance & Financial has been dedicated to helping clients secure their financial futures through personalized insurance and wealth management solutions. As a full-service independent brokerage firm, we serve both individuals and corporations, offering comprehensive coverage and financial planning services tailored to unique needs. Our team of licensed professionals includes certified specialists in employee benefits (CEBS) and financial planning (CFP), ensuring expert guidance across all areas.We collaborate with top-tier North American insurers to design customized packages, integrating insurance with wealth-management strategies while maintaining a client-centric approach rooted in transparency and trust. Our commitment to excellence is reflected in our ongoing focus on education, industry certifications, and adaptive solutions for evolving financial landscapes.
Services
Life Insurance
Critical Illness Insurance
Disability Insurance
Wealth Management
Employee Benefits
Group Insurance
Travel Insurance
Corporate Owned Life Insurance
Key Person Insurance
Buy-Sell Agreements
Highlights and features
- We offer over 40 years of experience in personalized insurance and financial planning.
- Our team includes certified specialists in employee benefits (CEBS) and financial planning (CFP).
- We collaborate with top-tier North American insurers to ensure comprehensive coverage options.
- Our client-centric approach prioritizes transparency, education, and long-term financial security.
- We integrate insurance solutions with wealth-management strategies for holistic financial planning.
Associations and certifications
- CEBS
- CFP
Services
Life Insurance
We provide term, permanent, and universal life insurance solutions tailored to individual needs. Our policies ensure financial security for families while integrating with estate planning strategies. Our specialists work closely with clients to assess coverage requirements and select optimal products from leading insurers.
Critical Illness Insurance
This coverage offers lump-sum payments upon diagnosis of specified critical illnesses. Designed to alleviate financial strain during recovery, it covers medical expenses, lost income, and care costs while maintaining policyholders' quality of life.
Disability Insurance
We create customized disability coverage protecting against income loss due to occupational incapacity. Policies consider employment status, compensation levels, and disability definitions to ensure comprehensive income replacement during critical periods.
Wealth Management
Our wealth management services combine insurance solutions with investment strategies. Certified financial planners develop holistic approaches to asset protection, retirement planning, and intergenerational wealth transfer for long-term financial stability.
Employee Benefits
We design comprehensive employee benefit packages including health, dental, and retirement plans. Certified specialists create cost-effective solutions that enhance workplace wellness while meeting regulatory requirements and employer objectives.
People
Ian Pippy
With decades of industry experience, Ian contributes extensive knowledge of insurance solutions and financial planning strategies to our team's client-focused approach.
Jeff King
Jeff brings specialized expertise in corporate insurance solutions, focusing on business succession planning and key person coverage implementation.
Doug Pippy
As part of our leadership team, Doug specializes in integrating insurance products with comprehensive wealth management strategies for high-net-worth clients.
Leanne OReilly
Leanne provides expert guidance on employee benefits programs, holding specialized certifications in benefits consulting and workplace wellness solutions.
Lisa George
Lisa focuses on personalized insurance planning, assisting clients with life coverage assessments and customized policy selection processes.
Questions
What types of insurance does Pippy Insurance & Financial offer?
We provide life insurance, critical illness coverage, disability insurance, travel insurance, and specialized corporate insurance solutions tailored to individual and business needs.
How do you customize insurance plans for clients?
Our team conducts detailed assessments of existing coverage and collaborates with clients' advisors to create personalized packages integrated with wealth-management strategies.
Are your advisors certified professionals?
Yes, our staff includes certified specialists in employee benefits (CEBS) and financial planning (CFP) with life insurance licensing.
What business insurance solutions do you provide?
We offer corporate-owned life insurance, key person coverage, buy-sell agreements, and insured retirement plans to protect businesses and succession strategies.
Do you offer travel insurance with 24-hour assistance?
Yes, we provide travel insurance covering medical emergencies worldwide with 24-hour assistance for extended trips beyond standard coverage.
