Care. Knowledge. Advice.
Custom insurance strategies to protect what matters most.
You need thoughtful, timely and expert insurance advice, to help create an insurance plan that grows and changes with you.
Since 1975 we have provided comprehensive life insurance and living benefits planning for businesses and families. Life Insurance is not only our specialty – it is our passion – and we take pride in being the ones who our clients go to for support in some of their toughest moments.
Meet Your Team
Our multi-generational approach means we meet you right where you are at, providing the ideal plan for your current stage of life or business. Our client relationships and culture are built on shared values and a passion for providing the support and specific expertise you need to navigate life’s financial risks and opportunities.
CLU, CHFC, CFP, MFA-P
President and Advisor
BSW, CLU, CHS
Vice-President and Advisor
Insurance Solutions Analyst
Custom Insurance Strategies for:
Business Owners & Entrepreneurs
Launch, Build and Exit Your Business with Confidence.
Families & Individuals
Protect Your Household Against the Unthinkable.
Protect Your Long-Term Earning Potential.
High Net Worth Individuals
Transfer Assets as Tax Effectively as Possible.
“I have been working with Rene and Nancy and their team at Pereux Insurance for a few years now and the only regret I have is I didn’t start sooner. Whether it is our business, my personal affairs, or my family; I have the utmost confidence that they are always “in my corner”. I would ask advice, or just simply talk to either one of them, about anything.”
“We have dealt with Pereux Insurance Planning since its inception. Recommendations and services have been delivered in a timely and cost effective manner. They have been proactive on their products. They are honest and trustworthy.”
“Lianne provides attentive and professional customer service and has worked collaboratively with us to find insurance solutions to meet our needs. She makes a point of staying in touch with us on a regular basis and is quick to respond to changes in our business and insurance needs. Lianne inspires confidence with a personal touch.”
“There is no one we would rather place our trust in. Rene and Nancy have proven that our best interests are truly what they strive to serve. They communicate the difficult world of insurance in a clear and easy way to understand.”
“We have been dealing with Pereux Insurance Planning for over 20 years, both personally and professionally and they have always been there for us. They have helped us plan for our future, protect our family, and developed an excellent benefits program for our staff. Rene, Nancy, and Lianne are always there with insightful advice to make planning for the future easy.”
“I have been impressed with the diversity of knowledge and the scope of the staff with whom I have dealt. They research my options diligently and present the material in a lucid and competent manner. I am being very well served and I feel financial secure for my future.”
“It is certainly an honour to relate to our colleagues in the agricultural industry our experience with Pereux Insurance Planning. We have worked with several financial and insurance advisors in the past but were continuing our search to find an advisor with the knowledge and experience that fulfilled our needs. We feel that we have found those professionals in Pereux Insurance Planning as they have a rare expertise that is above all others that we have ever experienced.”
“I’ve been a client of Pereux Insurance Planning for nearly 40 years. They have second-to-none expertise and life insurance products for owner managed businesses and professionals. They have assisted me with both tax planning and estate planning. I’ve been so pleased with their assistance that I’ve introduced both clients and family to Pereux Insurance Planning. Rene and Nancy are a pleasure to deal with.”
Tax Advisors & CPA’s
Leverage Our Expertise to Help Your Clients Succeed
The Care, Knowledge and Advice You Need
We are known across Canada for supporting business owners, incorporated professionals and entrepreneurs. An initial fact finder meeting will help define your goals, highlight key risks and opportunities, and demonstrate how we can uniquely be of value to you.