PLATFORM Insurance launches life insurance advisory division

New team brings extensive experience in the sector

PLATFORM Insurance launches life insurance advisory division

Life & Health

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PLATFORM Insurance Management has announced the launch of PLATFORM Financial, a new division aimed at providing life insurance advisory services with a specific focus on tax and estate planning for business owners, high-net-worth individuals and families.

The new division will be led by a team of professionals, including Daniel Kachani, Noor Al-Awqati, Jeremy Reinbolt, Shaighan Chaudhary, Simon McInnis and Evan Johnson, all of whom bring extensive experience in the advisory sector in Canada.

Daniel Kachani, managing partner of PLATFORM Financial, shared his vision for the division: “Life insurance holds immense importance in tax and estate planning, providing valuable strategies to mitigate long-term capital gains exposure experienced by individuals and families who own privately held entities, including shares and direct holdings. PLATFORM is optimally positioned to deliver substantial and impactful financial strategies to our clients through the introduction of PLATFORM Financial.”

Matthew Francis, executive chairman of PLATFORM, expressed his support for the new division. “We have been patiently evaluating complementary services to expand our offering,” he said. “Life Insurance as an investment class and estate planning tool has been on our radar for many years.

“Finding the right partners has been of critical importance. PLATFORM Financial is a perfect fit alongside our Commercial P&C, High Net Worth Personal P&C and Employee Benefits practice groups.”

Francis also highlighted PLATFORM’s strong growth in the Canadian development, construction and infrastructure sectors.

“The addition of PLATFORM Financial further strengthens the firm’s commitment to innovative risk solutions across diverse business sectors. The integration of PLATFORM Financial with the PLATFORM offerings is the next step in PLATFORM’s mission to function as an Enterprise Risk Solution Group for clients,” Francis said.

PLATFORM Insurance is a Canadian brokerage specializing in insurance, surety and sub-default insurance for the built environment.

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