Take a Look at the Various Services We Deliver
This section describes in greater detail the individual components we cover in our financial planning process. We use a modular approach to financial planning and begin by addressing the financial areas that are most important to you.
The following is a list of the modules we will be addressing with you:
Financial Planning Modules
Cash Flow & Net Worth Overview
Legal Directives
Risk Assessment & Insurance Solutions
Investment Review & Recommendations
Education Funding
Capital Need Considerations
Retirement Income Planning
Basic Tax Planning
Estate Planning & Asset Distribution
Financial Products
The following list identifies the core products we consider when implementing the strategies developed from the above-mentioned modules. We have also included a list of the available tax-advantaged vehicles that we may incorporate into your financial plan.
Investment Products
Daily High-Interest Accts
GICs, Term Deposits
Market Linked GICs
Mutual Funds
Segregated Funds
GMWBs
Annuities
Protection Products
Life Insurance
Disability Insurance
Critical Illness Insurance
Long-Term Care Insurance
Tax-Advantaged Vehicles
RRSPs, RRIFs, LIRAs, LIFs, RDSPs, TFSAs, RESPs
Businesses and their Employees
The following lists our offerings to business clients and their employees:
Health & Dental Benefits
Life Insurance
Short-Term Disability Insurance
Long-Term Disability Insurance
Critical Illness Insurance
Health & Welfare Trusts
Group RRSPs
Registered Pension Plans
Individual Financial Planning for Employees