TAILOR MADE PLANS TO INVEST IN YOUR FUTURE

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CHARTERED FINANCIAL

One stop shop for

Estate Planning
Financial Planning
Insurance Needs
Investments

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PRODUCTS

LIFE INSURANCE

Designed for your needs

Take advantage of:
Permanent insurance
Quick pay options
Children education scholarship
Stock market investment plans
Free will
No medical required insurance
and more......

TERM INSURANCE

Financial security solution

For your mortgage

Changing financial needs

While on budget

TRAVEL INSURANCE

Stress free travel

A protection for you and your loved ones:
Visitor Visa Insurance
Supervisa Insurance
Canadian travelers Insurance
Monthly payment options for travel insurance...

CRITICAL ILLNESS

Ready for Anything

Living benefit Insurance
Money back option on no claim
Comprehensive coverage for a range of conditions

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RESP

Planning Kids Education

100% Guaranteed funds
Upto 15% bonus on investments
Selection of top managed funds

TFSA

Grow Money Tax Free

Saving money in bank accounts at low interest? It's time to move!

Plan for both short and long term financial goals

100% Guaranteed funds

Tap in money growth with fund resets

RRSP & RRIF

Enjoy retirement

Invest in RRSP and receive tax returns
Possibility of obtaining a lifetime guaranteed income
100% Guaranteed funds
Tap in money growth with fund resets
Selection of top managed funds
Protection of estate value at death

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