The Financial Guides

 

 

 

                       Taking You Where You Want To Go!

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                        About the Guides

Our Financial Guides takes a holistic approach to working with their clients.  A Financial Guide will help you

to see further down the road, draw a map to help you choose your best route, and help you get over, around, or through

the obstacles that may be on your financial path.

 

Their purpose is to work with you to empower and educate you, giving you more control over your financial life. 

Financial Guides incorporate their core values of Honesty, Education, and Service into everything they do.

 

Our Financial Guide will look over your current plan and be honest about the strengths and weaknesses.  They will

educate you about your options so you can make informed choices.  They will work hard to provide the level of service

that you desire and deserve.

 Our Financial Guides will take you where you want to go.

 

                                Services Offered:

Wealth and Income Protection  

	Income Protection		Critical Illness Protection		Mortgage Protection
	Long Term Care Planning		Health and Dental Benefits		Private Health Service Plans

                             

Investment Services

	RRSPs and RRIFs		RRSP Alternatives		Education Savings
	Non-Registered Investments		Leveraged Investing		Guaranteed Investments
	Creditor Protected Investing

                                                                  

 Retirement Needs

RRSP Exit Strategies

Annuities

Tax Effective Retirement Strategies

                                                                                  

Estate Needs

Farm Estate Options

Charitable Giving

Business Succession Options

 

Business Needs

	Buy / Sell Funding		Key Man Protection		Group Benefits
	Employee Retention Programs		Group RRSPs		Business Consultation

                                                            

Financing Referrals

Mortgages & Mortgage Alternatives

Home Equity Lines of Credit

Business Funding

 

 General Insurance Referrals

Home and Auto Insurance

Home Based Business Insurance

Business Liability

 

 Legal Referrals

	Estate Lawyers		Tax Lawyers		Real Estate Lawyers
	Small Business Lawyers		Wills, Personal Directives, and Enduring Power of Attorneys

 

 Accounting Referrals

	Bookkeeping		Personal Tax Returns		Corporate Set Up and Strategies
	Business Plans		Business Tax Returns