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Planning Services

Solutions Financial offers Planning Services in accordance with your priorities. A Financial Security Advisor will work with you to implement long term planning in the following areas:

BUSINESS PLANNING

  • Buy / Sell Agreement
  • Key Executive Coveraget
  • Business Loan Protection
  • Executive Compensation
  • Deferred Compensation
  • Succession Planning

PERSONAL PLANNING

  • Life Insurance
  • Mortgage Insurance
  • Disability Insurance
  • Educational Funding
  • Retirement Planning
  • Tax & Estate Planning

EMPLOYEE BENEFITS

  • Life Insurance
  • Dependent Life Insurance
  • Disability Short/ Long Term
  • Health & Dental Plans
  • Registered Pension Plans
  • Group RRSP’s

INVESTMENT PLANNING

  • RRSP’s
  • Seg Funds
  • Private Client Services
  • Term Deposits / GIC’s
  • RRIF’s, LIF’s, & Annuities
  • Professional Referrals