Personal Insurance

D.G. Smith Insurance & Financial Services has adopted a personal attention mentality by appointing each client to a specific Account Executive. This individual attention allows us to better understand the needs of our customers and respond accordingly. We are continually searching to provide sophisticated products and services that will enable us to make the insurance buying process as seamless as possible.

D.G. Smith offers a full range of Personal Insurance products tailored to meet your individual needs. Our Account Executives are happy to work with you in managing the following insurance protection.

If you would like to receive an estimated quotation on one of the above products, please contact our office or go to our Quotes web page where you can fill in one of our online forms pertaining to the product you are interested in.

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Commercial Insurance

Commercial insurance involves more than just insuring a building or its contents. At D.G. Smith Insurance & Financial Services we offer risk management solutions and professional advice to most industry segments including manufacturers, wholesalers, retailers, contractors, service trades and non-profit organizations. Our goal is to first understand your business and then have you understand how our products & value added services could assist in your daily activities.

If you would like additional information on any of these products please feel free to contact Kevin Smith at (905) 852-5691 ext 223 or you can contact him via email at kevin@dgsmithinsurance.com or go to our Quotes web page where you can fill in one of our online forms pertaining to the product you are interested in.

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Life & Health Insurance

At D.G. Smith Insurance & Financial Services we recognize the need to protect your most valuable possessions - your family - in the event of death, disability and sickness. We understand this is a difficult topic for discussion but one that is necessary to ensure sacrifices and undue hardships are avoided. Let our industry professionals help you determine the proper amount of coverage on the following:

If you would like additional information on any of these products please feel free to contact Jamey Morse at (905) 852-5691 ext 222 or you can contact him via email at jamey@dgsmithinsurance.com or go to our Quotes web page where you can fill in one of our online forms pertaining to the product you are interested in.

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Investments

Need assistance planning for your retirement, saving for your children's post secondary education, tax and estate planning or simply saving up for something important to you? Let us show you how to attain these goals with a choice from a wide variety of fund companies such as Aim Trimark, CI Investments, Fidelity Investments, MacKenzie Investments and Franklin Templeton Investments.

Mutual funds provided through FundEX Investments Inc.

If you would like additional information on any of these products please feel free to contact Jamey Morse at (905) 852-5691 ext 222 or you can contact him via email at jamey@dgsmithinsurance.com

Mortgages

In order to offer our clients the full financial service package, we recommend a mortgage professional who can assist you with all of your lending needs.

www.jameymorse.ca

Premium Payment Options

Internet Banking
Telephone Banking
Visa Payments
Automatic Debit Monthly Payment Plan
3 Pay Plan
Annual Payment
In Person at any BMO (Bank of Montreal) branch

Internet Banking

Each bank has designed a unique format for their web site. However, the necessary procedures are generally similar.

1. Under Bill Payment: Choose Add Payee/Bill
2. Enter Smith Insurance
3. Under Bill company/Payee - Select D.G. Smith Insurance and enter your account number which is your policy number
4. Select the account you wish to withdraw the funds from (ie: chequing, savings, credit card). Indicate the amount of payment and submit. A confirmation and reference number will be displayed to acknowledge your payment.

Telephone Banking

1. Request your bank set up a new Payee/Bill to do a Bill Payment
2. Request the addition of a new Payee/Bill Company: Smith Insurance
3. Your account number is the policy number
4. Your banking institution will then take your payment over the phone by your choice of payment method.

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