Protect the Company You Built 
and the Retirement It’s Meant to Fund

• Corporate Exit Planning
• Estate & Succession Structuring
• Capital Gains Strategy
• Corporate Buyout & Insurance Planning

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Strategic Planning Services

Estate & Ownership Succession Structuring

Ensure a controlled transition of ownership and assets with properly structured estate and partnership planning designed for incorporated businesses.

Executive & Key Person Protection

Protect the financial stability of your company if an owner or key individual becomes critically ill, ensuring operations and long-term plans stay intact.

Corporate Buyout & Capital Planning

Fund shareholder agreements, buy-sell clauses, and future transitions with corporate life structures aligned to long-term exit strategy.

About Us
Insure Force West Services Ltd. works with incorporated business owners across British Columbia and Alberta who are planning for succession, sale, or long-term wealth protection.

With over 35 years of experience, we focus on structuring corporate assets, shareholder agreements, and estate transitions properly — using insurance as a strategic tool within a broader exit and tax plan.

Our approach is disciplined, compliant, and built around protecting both the company and the retirement it is meant to fund.

Testimonials

 

Thanks for working with us through the past 20+ years! We have truly appreciated your insight and level of service. My wife and I are grateful for the policies you got for us. You have gone above the duty of your agency, and you are a dear friend. Warmest regards,

     
Andre. P
Satisfied Customer
 

I would like to take this opportunity to say what a great guy Jeff is. We have used his services in both personal and corporate capacity. The information he provides, and his follow-up is a great asset. Personally, his assistance during a very difficult time was very much appreciated and the results were commendable. I would very much recommend Jeff as he will not only work for you, but with you.

     
Anita R
Grateful Client
 

In order to provide a level of protection for our companies we required a life insurance strategy that would help soften the blow if one of the key members of our team passed. After talking with several insurance agents, we spoke with Jeff at Insure Force West, after our first meeting it was clear that Jeff understood all aspects of these insurance plans and quickly recommended a few options. We received offers from Insure Force only days later and they walked us through all the ins and outs of the policies. I would highly recommend Insure Force for anyone looking for customized insurance packages.

     
Don H
 

Working with Jeff and Christy on our life insurances and wealth planning has been a pleasure. Life can get pretty hectic, and some of this planning is way beyond my understanding, but Jeff has been incredibly patient and diligent in breaking it down for me in terms I can grasp. He goes the extra mile to ensure we're on the right path that fits our needs. Christy is phenomenal at handling documents and is very responsive to any policy questions or requests. We highly recommend Jeff and Christy to help you confidently navigate the complexities of wealth management and achieve your long-term goals. They've got your back!

     
Ken & Marisa
 

Jeff is incredible to work with. He is always on top of things and is constantly tailoring products to give us the best value

     
Darek J
 

I have been dealing with Jeff Moffat and Christy Morrison for over 20 years now. Jeff has always managed to present effective products and solutions to suit our business needs and financial circumstances at the time.

     
Casey V
 
 

Team

Jeff Moffat

Partner

With over 35 years of experience, Jeff advises incorporated business owners on corporate structuring, succession planning, and capital strategy. His focus is on preparing companies for sale, transfer, or long-term wealth protection through disciplined, compliant planning.

Christy

Partner

Christy partners with business owners throughout BC and Alberta to implement estate, buyout, and executive protection strategies. Her approach emphasizes clarity, organization, and long-term stability for both the company and the family behind it.

Blog

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7 BIG THINGS A START-UP MUST HAVE TO SUCCEED

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Contact

  • Kelowna, BC, Canada