For over 26 years, Latimer Financial Services has been listening to our clients, putting their unique needs first, and carefully matching people with the best products and services available. We take a client-centred, planning-based approach. Mutual funds, guaranteed investments as well as annuities, life, disability, critical illness and long-term care insurance are solutions we use to help accomplish your goals.
Our customized retirement, tax and estate planning will help chart your path to success!
Our customized retirement, tax and estate planning will help chart your path to success!
Services
Bill and Hugh Latimer are, of course, partners in Latimer Financial Services. Our work entails estate, financial and retirement income planning. But, we also have a senior partner - you, our client. We recognize that our success as planners is entirely contingent on the success you enjoy in achieving your financial goals.
After spending 26 years in sales and management for two large Canadian life insurance companies, Hugh started Latimer Financial Services in 1987. Hugh's original vision was to build a financial services boutique based on the needs of his clients, rather than the sale of financial products.
Offering solutions only when needed, always with problem solving and adding value in mind, today Latimer Financial serves over 1,000 clients whose combined investments total over $ 70 Million.Bill joined Latimer Financial in 1992 after completing the Business Administration program at Red River College.
Offering solutions only when needed, always with problem solving and adding value in mind, today Latimer Financial serves over 1,000 clients whose combined investments total over $ 70 Million.Bill joined Latimer Financial in 1992 after completing the Business Administration program at Red River College.
Between them, Hugh and Bill offer clients over 70 years' worth of experience as well as recognized designations in the field of investment planning.
Financial Planning Standards Council (FPSC) CFP certification: This is a not-for-profit organization that develops, promotes and enforces professional standards in financial planning through Certified Financial Planner/CFP certification, and raises Canadians' awareness of the importance of financial planning.1 FPSC's vision is to see Canadians improve their lives by engaging in financial planning.
Financial Planning Standards Council (FPSC) CFP certification: This is a not-for-profit organization that develops, promotes and enforces professional standards in financial planning through Certified Financial Planner/CFP certification, and raises Canadians' awareness of the importance of financial planning.1 FPSC's vision is to see Canadians improve their lives by engaging in financial planning.
A common and very practical option for drawing income from your RRSP accumulations is the RRIF. There are a number of advantages to RRIFs: You can employ a fairly large variety of income options. Within certain limits, you can change the. What are they?
Employee benefits, sometimes referred to as "benefits in kind, " "perks, " "incentives" or "fringe benefits, " consist of any grouping of non-wage compensation provided by employers to their employees.Advantages Employers are. The importance of a power of attorney Who will make decisions for you in the event that a prolonged mental disability prevents you from making them?
Employee benefits, sometimes referred to as "benefits in kind, " "perks, " "incentives" or "fringe benefits, " consist of any grouping of non-wage compensation provided by employers to their employees.Advantages Employers are. The importance of a power of attorney Who will make decisions for you in the event that a prolonged mental disability prevents you from making them?
Reviews
Be the first to review Latimer Financial Service.
Write a Review
