Areas of Expertise
Employer/ Employee Benefit Plans
Coordinating and reviewing Employee Benefit Plans is another area of service we provide to our corporate clients.
We would be pleased to provide you a review of your existing plan, and dicuss other benefit planning alternatives as well.
Individual Life, Disability, Critical Illness, Health/Dental & Travel Insurance
We specialize in matching the right insurance product to your particular needs.
Since we are an independent broker, we represent several major insurance carriers and can provide you with cost-effective coverage that includes many value added benefits.
You have worked hard to create the assets in your Estate. However, current tax laws make it imperative that you plan for the eventual disposition of your estate or business.
If your estate is worth building, it should be worth protecting.
In order to create a secure Retirement & Estate Plan, it is essential that you take the steps necessary to coordinate a sound financial plan for yourself or your business.
We work with you to review your current objectives and help you determine the best strategies to accomplish your objectives.
Pension and Benefit Coordination
Various investment opportunities give you the ability to plan a financially secure retirement.
RRSPs, Pension Plans, Mutual Funds, Annuities and Registered Retirement Income Funds are some of the options available.
At Stinton Financial Group we assess them all, then help you design and implement suitable retirement strategies.