Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk.
- Small business owners
- Self-employed individuals
- Individuals with variable income
- Investment property owners
- New Canadians
Talk to a CFP Situations / Events: Inadequate tax savingsOpportunity knocksBuying homeBuy/transition/sell businessExpanding businessDisability/ critical illness/death Wealth transitionRetirement Marriage/divorcePurchase investment propertyDebt managementToo much “stuff” too little time
If a product is recommended to address your needs: permanent life insurance,annuities, Executor Liability Insurance,GIFs,guaranteed issue life insurance,universal life insurance,GICs,employee benefits,guaranteed investment funds,business sale referral,term life insurance,whole life insurance,business insurance,long term care insurance,simplified issue life insurance,disability insurance,critical illness insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,health insurance,mortgage referrals,joint annuities, We are not obligation to do business with any single company or group.