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Individual retirement planning includes Investment Plans, Registered Retirement Savings Plans, Retirement Needs Analysis, Life Insurance, Annuities and RRIFs. Business continuation planning includes Business Loan Protection, Key Person Insurance, Buy-Sell Agreement Funding, and Business Succession Planning. Employee benefits include Group Insurance
Jeremy Liski — We met with Shane Clauson at the beginning of Sept to discuss our future in regards to financial planning and investing in
A company can own and be the beneficiary of life insurance. There are many reasons that a corporation might own life insurance: key person, loan security, buy/sell arrangements, shareholder protection. In addition, we often use insurance in the holding or investment companies of business owners to achieve personal goals such as supplementing their
David A. Fortier — Adnan was very professional. He took the time to explain the various types of insurance, how they work, the pros and cons
You work hard for your money, and we recognize that your financial objectives are very personal to you. We will learn about your needs and goals, and work with you to design and implement a well-constructed financial strategy that gives you peace of mind about your money and secures the future you dream of. The "We" at Wolfond Financial includes a
Lyle Pitzel — Now in my 3rd decade of using Wolfond, I have had nothing but awesome care and attention.
We have over 30 years experience to provide you the most up to date retirement, tax, insurance and investment solutions. To retire, you need to understand how your pension, investments and government benefits will all work together to give you an enjoyable income for the rest of your life. Your investment portfolio needs to match your objectives. We
Thomas Richter — Positive: Professionalism, Responsiveness Beacon Financial Group has been a very good group of people. Steve got me into
You make decisions that affect the future, all the time. They affect your business, your farm operation, your family, or simply the quality of your day-to-day life. That's why you need the right people who have your back, and will take a common sense approach to helping you make great financial decisions. We don't start by suggesting you invest, buy
Brothers & Company is an independent Regina-based financial planning firm serving local individuals and families. Although we have built a long list of satisfied clients over our three decades in the business you'll never feel like "just another account." We're not a large bureaucratic national bank - and proud of it! The highly personalized way we
We want to know your complete financial picture, including both your assets and debts. This will allow us to create a detailed profile of your current financial position. As Certified Financial Planners, we can provide you with expert advice and guidance in Retirement Planning, Financial Management, Investment Planning, Insurance and Risk Management
We want our recommendations to be influenced only by what's in your best interest, and never by the potential for referral fees or third-party compensation. We offer Fee-Only Planning and Fee-Based Investment Management. A Certified Financial Planner is required to adhere to rigorous standards that are set and enforced by the FP Canada Standards Council
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