Cowan Infinite

<span class='uppercase'>Cowan Infinite</span><sup>™</sup>

Expect more with Cowan Infinite

Cowan Infinite offers a unique private client experience for individuals and their families.

We provide solutions and expertise for the protection of physical and financial assets.This includes Personal Insurance, Wealth Planning and Asset Management.

Why choose Cowan Infinite?

Every person’s situation is unique. You deserve to work with a partner that is committed to you and is dedicated to providing you with stellar service. We combine our in-depth understanding of high-value assets with market-leading risk management services, to provide you with comprehensive insurance coverage, tailored to your individualized needs.

Cowan Infinite private clients benefit from our concierge level of service that includes:

  • An experienced, proactive and responsive concierge team who will take the time to understand your needs.
  • Personalized risk management services, tailored for you and your family.
  • Dedicated, skilled experts who work closely with you to protect and grow your assets.

Personal Insurance

Cowan Infinite clients have insurance needs that extend beyond traditional insurance solutions.

Through one-on-one personal relationships with a dedicated Relationship Manager, Cowan will design tailor-made insurance solution options to help meet your unique needs and provide you with choice to protect your physical assets.

Personal Insurance Products:

  • Property
  • Automobile
  • Liability
  • Valuables/collections
  • Recreational Vehicles
  • Watercraft
  • Specialist Travel

Wealth Planning

Our team of knowledgeable experts will help you make informed decisions and understand your goals by offering tailored advice specific to you.

Benefits of being a Cowan Infinite client:

  • We research and assess the insurance and financial markets so you don’t have to
  • We get to know your personal situation and understand your needs so we can:
    • Build a customized portfolio based on your goals
    • Provide you with annual market comparisons to ensure you are receiving the most comprehensive, competitive offering
    • Simplify your life by working in collaboration with your team of trusted advisors
    • Protect and grow your assets in the most tax-effective manner
  • A customized portfolio
  • Renewal reviews
  • Advice from subject experts on advanced corporate and personal financial planning

As Financial Planners, we focus on understanding your needs and long-term goals. We partner with top lawyers, accountants, and a variety of  professionals to help protect and grow your assets in the most tax-effective manner.

Living Benefits for Individuals

  • Critical Illness Insurance
  • Long-term Care Insurance
  • Life Insurance
  • Mortgage Insurance
  • Disability Insurance
  • Managing Disability Risk
  • Individual Health & Dental Coverage

Financial Solutions

  • Corporate Investment Planning
  • Retirement and Financial Planning
  • Investment Planning and Placement
  • Tax Reduction Strategies
  • Estate Planning
  • Wealth Creation Strategies

Corporate Planning

  • Key Person Life Insurance
  • Executive or Key Employee Compensation
  • Business Succession Planning
  • Business Continuation Planning
  • Buy-Sell Funding Arrangements

Asset Management

As a Cowan Infinite client, you have an opportunity to access the investment management services of Cowan Asset Management. We invest side-by-side with Princeton Holdings to ensure that the interests of our clients are aligned.

Specific benefits include:

  • Reduced Fees
  • Annual or more frequent reviews and adjustments
  • Regular reporting on investment progress

Managing your wealth is a great responsibility. We make it our top priority to protect your bedrock capital, so you can maintain and grow the solid foundation of your wealth.

Learn how Cowan Infinite can help you

Contact our Concierge Team today to learn more about how COWAN INFINITE can create a personalized solution that meets your needs, so you can get back to focusing on what’s important to you.

Trusted advisor. Expert advice. Tailored solutions.