Jane Long, Financial Coach & Advisor
Click here to edit subtitle
INSURANCE & BENEFITS
We offer a wide range of insurance and benefits products for both personal and business considerations including:
- Term & Whole Life Insurance
- Disability Insurance
- Critical Illness
- Cancer Guard
- Long Term Care Insurance
- Health Insurance
- Travel Insurance
- Mortgage Insurance
- Student Insurance
- Employment Benefits Packages
INVESTMENTS
We offer a wide range of investment opportunities through segregated funds/guaranteed income funds including:
- RRSP & TFSAs
- RESPs
- Annuities
- Unregistered Investments
- Savings Accounts
FINANCIAL & ESTATE PLANNING
We offer a wide range of financial planning services for both personal and business considerations including:
- Budgeting
- Estate Planning
- Business Wind-up and Succession Planning
- Retirement Planning