Financial services

A plan designed specifically for you using a relationship, advice oriented approach.

A financial plan designed specifically for you

Our role in the Financial Planning process is to make informed recommendations based on your needs. Planning for retirement is a life-long process. It should start with your first paycheque. However, for the majority of people, planning for retirement is the furthest thing from their minds until they attain the age of 55 or 60 - and by that time it's too late. The time to start planning, whatever your age, is now.

There are many investment tools which can be used to properly invest your money. Our knowledgeable Wyatt Dowling Insurance Brokers are here to assist you in diversifying your investments based on your current needs to achieve your financial goals. Our diversified portfolio management offers investments within:

  • Segregated Funds - Protection from creditors
  • Mutual Funds - An investment tool which is professionally managed and funded by its shareholders.
  • GICs (Guaranteed Investment Certificates) - A Canadian investment offering guaranteed rates of return for a fixed period.
  • RRSP plans - Registered with the Federal Government used for retirement saving
  • RRIF plans - Provides steady income during retirement
  • Self-Directed RRSP plans - An investment tool which is allowing the individual to more actively choose and manage investments within a spousal or individual RRSP.

Disability Insurance

Your most valuable asset is your ability to earn an income. Where will that income come from if you are unable to earn it?

Estate Planning

Business Planning

Farm Planning

Tax Planning

Group Insurance

 

Have questions about your financial planning?
A Wyatt Dowling Insurance Broker is always ready to answer.

Leave your worries at our door.