Welcome to Matson Financial Services Inc.
Matson Financial has been providing clients with personalized insurance coverage since 1985. We owe our over 30 years of business success to the loyalty of our clients. We measure our success by the level to which clients entrust us with their insurance needs and recommend us to others. Referral business is our prime source of clients.
As an independent insurance broker, we have access to products from a large number of Canadian insurance companies. Because we are not committed to any one company or product, we are free to search out the coverage that best fits our clients’ needs. Our goal is to provide the best professional insurance advice and service. At Matson Financial, we have built our reputation on our ability to identify these needs, search out quality coverage at competitive prices, and put together perfectly tailored insurance packages for a vast array of clients whether professionals and specialists, self-employed individuals, tradesmen, families or businesses.
Disability Income Protection
If you are 18 to 60 and have earned income, there is Disability Income Protection available for you. The policy, provisions and premiums can be guaranteed to age 65 or set up as adjustable. With some coverage, after age 65, it is possible to renew your base policy for life, provided you continue to work full-time.
Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value your estate by reducing taxes and other expenses. How much is enough for your family, and how much should go to causes you believe in? Is it wise to begin gifting in your lifetime?
Life insurance is used to protect the financial security of your family, business, or others that rely on you. It is designed to provide a benefit, typically a lump sum payment. Life insurance is one of the simplest and most important ways you can help protect the financial future of your family or business.
Jim was very personable, professional and considerate in his presentation of policies that might suit my needs. After I settled on an insurance strategy that worked for me Jim kept in contact over the years to inform me of any updates offered by the insurance companies. Later when I did have to make a claim Jim was very helpful with instructions on how to proceed.
Jim Matson and Matson Financial have served the Richards family insurance needs for many years. Jim has shown a level of excellence that is very rare in today’s marketplace. We look forward to working with Jim for many years to come.