Custom Financial Services Inc. is proud to be celebrating more than 50 years in the insurance industry. A family run business started by Joe Racco in 1965, the company was founded on the principle of building long-term relationships with each and every client. Since entering the business in 1998, Josee Racco has helped grow the company alongside her father and mentor.
She is dedicated to maintaining and helping her clients achieve their goals for future financial security. Every client and every situation is handled with honesty, integrity and compassion. Her empathy and ability to connect with others allows for easy communication. Josee is fluent in English and French.
She is dedicated to maintaining and helping her clients achieve their goals for future financial security. Every client and every situation is handled with honesty, integrity and compassion. Her empathy and ability to connect with others allows for easy communication. Josee is fluent in English and French.
Services
New investment solutions favour companies with strong strategies to reduce carbon emissions. The value of naming a beneficiary can be significant. If you name a beneficiary, an insurance company is obligated, under the Insurance Act, to pay any death benefit proceeds to the named beneficiary on record.
Choose the travel plan that's right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or help cover emergency medical expenses while visiting Canada. Save money on your health and dental costs with a Flexcare(R) health and dental insurance plan or FollowMe(R) Health individual insurance plan.
Protect your income or your business, cover your debt, leave a legacy for your children, or provide for a charity near and dear to you. There are many reasons why you should protect the people you love. No matter what your situation-whether you're looking to protect your family or business-there are affordable and flexible plans that can be customized to meet your temporary and growing needs.
We customize flexible strategies that make the most sense for your situation with the advantages of saving taxes, preserving your assets, protecting your assets from creditors, and bypassing probate and related fees. We offer long-term growth potential with attractive solutions for investors with industry leading and award-winning investment funds from top fund managers.
An RRSP is a retirement plan registered with the Canada Revenue Agency (CRA) and to which you or your spouse makes monetary contributions. These contributions, up to your personal limit, are deductible from your income, meaning that they can be used to reduce the total tax you pay in a given year. Any growth in an RRSP is exempt from tax while your money remains inside the plan.
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