FAQ
We provide comprehensive financial planning, investment management (primarily using segregated funds), insurance solutions (Life, Critical Illness, Disability, and Group Benefits), and estate planning.
A Financial Security Advisor provides guidance to clients on how to manage their finances, including investments, savings, retirement planning, and estate planning. They assess the financial needs of their clients and help them set and achieve financial goals through tailored advice and strategies.
A financial plan typically includes budgeting, debt management, retirement planning, tax efficiency strategies, insurance analysis, and estate planning guidance. It’s tailored to your goals, risk tolerance, and life stage.
Term life insurance covers you for a specific period (e.g., 10 or 20 years) and is usually more affordable. Permanent life insurance provides lifelong coverage and builds cash value over time.
Group coverage is a great start, but it’s often limited. A personal policy can offer more comprehensive protection, tailored to your income and needs.
Segregated funds are insurance-based investments that offer potential growth like mutual funds but come with added benefits such as death benefit guarantees, maturity guarantees, and creditor protection in certain cases.
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