Investment Planning Services

Solutions Financial offers Investment 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