Death
Insurance Needs Analysis,
What type of insurance is best for your needs?
What is the proper amount?
Integrated Financial Plan
Term Insurance
Whole Life
Universal Life
Critical Illness Needs Analysis
The purpose of Critical Illness
What type of insurance is best for your needs?
What is the proper amount and features fit my needs the best?
Term Critical Illness Insurance
Level Premium Critical Illness Insurance
Child Critical Illness Insurance
Disability
Disability Needs Analysis
Proper amount?
Integrated Financial Plan
Disability Insurance
Investment Portfolio Analysis
Individualized Portfolio Construction and Management (opens to definition)
Goals-Based Investing (opens to)
Goals Based Definition See Definition Document)
Cash Flow Analysis (opens to) Spending Plan File How Much Do I Need to Save? (opens to)
Pre and Near Retirement Planning
When can I retire? (opens to) Pre and Near Retirement Planning
Tax Planning (opens to definition)
RRSP’s (opens to definition),
LIRA’s (opens to Definition) and TFSA’s (opens to definitions)
Review of all sources of potential Retirement Income (opens to Pre and Near Retirement Planning)
Employee Pension Plans – to commute or not to commute
Goals-based Investing (opens to definition)
Will My Money Last (Opens to Portfolio Management)
Integration of Income Flows (opens to In Retirement Planning)
Investment Portfolio Analysis Individualized Portfolio Construction and Management (opens to definition)
Tax Planning (opens to definition)
RRIF’s (opens to definition), LIF (opens to definition and TFSA’s (opens to definition)
Annuities