Role of Insurance in Wealth and Estate Planning

  • Day: Thursday, September 04, 2025 5.30pm-7.30pm.

  • Speaker: Derek McIver

  • Address: 10350 University Dr, Surrey, BC V3T 4B8

  • Venue: Surrey Centre Library, Room 120

  • CPE hours: 2hrs

Derek McIver is the agency director at iFreedom Financial Solutions Inc. who looks after the growth and preservation of clients' wealth. He is also heavily involved in training and developing new and existing financial professionals. Through insurance, he helps clients with solutions such as income replacement, family legacy protection, participation in estate planning for tax needs by closely working with accountants, lawyers, financial planners and other professionals.