Payment of funds annually of funds you have invested with an insurance company.
Segregated Funds
Mutual funds that have a life insurance component to them and can be creditor- protected.
Insured Annuities
An annuity that is guaranteed by a life insurance policy
Individual Pension Plans
Plan to cover an individual in retirement years
Retirement Compensation Arrangements
Ensures financial security when you retire from a company.
Insured Retirement Programs
Using universal life insurance to shelter earnings which can be used to generate tax-free income in retirement
RRSPs
A tax-deferred savings plan
Questions? Call use for a FREE Consultation Today! 416-315-2521
Testimonials.
"...Barry does not 'sell' insurance. He provides a helpful framework, offering his products as part of the client’s total financial umbrella. And Barry does this with a sense of humour and practicality that is valued by his customers."
- John Majanlahti, Mortgage Broker, AlphaHouse Mortgage
Sign up for our newsletter to receive advice, current information and other developments that may affect the way you manage your insurance.
My Educational Approach.
Insurance can be a confusing topic. Understanding which plans and benefits are best suited is an essential step in safeguarding your company, your family and yourself.
BG Financial Strategies, making protection make sense.
Insurance can be a confusing topic. Understanding which plans and benefits are best suited is an essential step in safeguarding your company, your family and yourself.
With us, it's not about selling a package; it's about educating our clients on what different types of insurance available, explaining how insurance actually works and deciphering the double speak around critical illness planning for corporations or individuals.
