Business Details
40 Years
experience
Your Trusted Partner for Insurance and Financial Planning Solutions
Welch Financial has been dedicated to providing comprehensive insurance and financial planning solutions since 1986. Our approach prioritizes client needs through personalized strategies tailored to professionals, entrepreneurs, and families. With over 35 years of experience, we specialize in life, critical illness, disability, and long-term care insurance, alongside estate and business succession planning. Our team, led by Glenn Welch, holds prestigious designations including Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), ensuring expert guidance.We advocate for clients during claims processes and maintain partnerships with top insurers to deliver optimal coverage. Our services address complex financial needs, from tax-efficient strategies to risk management, while emphasizing transparency and long-term client relationships.
Services
Life Insurance
Critical Illness Insurance
Disability Insurance
Estate Planning
Financial Planning
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in insurance and financial planning
- Our team holds elite industry designations including CFP and CLU
- We provide tailored solutions for medical professionals and entrepreneurs
- We advocate for clients during insurance claims processes
- We maintain partnerships with top-tier insurance providers
Associations and certifications
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (CH.F.C.)
- Certified Health Specialist (CHS)
What people say
Tailored solutions
Exceptional claim advocacy
Personalized service
Long-term reliability
Industry expertise
Services
Life Insurance
Life insurance provides financial security for dependents through tax-advantaged policies that build savings while offering death benefits. We help clients select term or permanent coverage options that align with their estate planning goals. Our solutions address mortgage protection, income replacement, and business succession needs while optimizing tax efficiency.
Critical Illness Insurance
Critical illness insurance offers lump-sum payments for diagnosed conditions like cancer, heart attack, or stroke. This living benefit helps maintain financial stability during recovery by covering medical expenses, lost income, or mortgage payments. We customize policies to include expanded coverage for conditions like Parkinson's or organ transplants.
Estate Planning
Our estate planning services ensure orderly asset transfer while minimizing tax liabilities. We coordinate wills, trusts, and powers of attorney with insurance strategies to protect family wealth. This includes business succession planning and tax-efficient strategies for professional practice owners.
Disability Insurance
Disability insurance safeguards income through comprehensive coverage for short- or long-term disabilities. We design policies that replace up to 70% of income while coordinating with professional corporation structures. Our solutions include own-occupation coverage for specialized professionals.
Financial Planning
We develop customized financial plans integrating insurance, investment, and tax strategies. Our approach addresses cash flow management, retirement planning, and risk mitigation for entrepreneurs. We focus on tax-efficient wealth accumulation through RRSPs, TFSAs, and corporate structures.
People
Glenn Welch
Certified Financial Planner
Glenn Welch has provided insurance and financial planning services in Alberta since 1986. Holding CFP, CLU, and CH.F.C. designations, he specializes in solutions for medical professionals and entrepreneurs. His client-first approach emphasizes long-term relationships and claim advocacy.
Questions
What insurance products do you specialize in?
We specialize in life, critical illness, disability, and long-term care insurance, along with estate planning and business succession strategies.
Do you work with medical professionals specifically?
Yes, we have extensive experience serving medical professionals, understanding their unique tax and insurance requirements.
How do you select insurance providers?
We maintain partnerships with multiple top-tier insurers to ensure we find the best coverage options for each client's needs.
What happens during the claims process?
We actively advocate for clients during claims, ensuring timely support and proper consideration from insurance providers.
