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About Shane Currey is a Financial Advisor specializing in retirement and estate planning. Story Shane Currey is a Financial Advisor specializing in retirement and estate planning. Shane counsels and advises clients on how to invest and preserve their assets while minimizing tax consequences. In addition, he assists clients with another cornerstone of their financial plan which is the need for insurance as protection from an accident or illness. Currey Insurance is a brokerage that works with most of the largest Insurance and Investment Companies across Canada in an attempt to provide the best rates and products to its clients. Specialties Include: • Financial Planning • Individual Life and Critical Illness Insurance (some may refer to as Mortgage Insurance) • Corporate Life and Critical Illness Insurance • Segregated Fund Policies • Payout Annuities, RRSP’s, RIF's and LIF’s • TFSA’s (Tax Free Savings Account) • Individual Health and Dental Insurance • Group Insurance • Group Retirement Plans • Investment (Leverage) Loans (Non-Registered, RRSP)
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