emploi

Investment

  • Term investments 
  • Guaranteed investment funds 
  • Mutual funds
  • RRSP and TFSA 
  • Borrow to invest

 

couple

Couples

  • Budgets
  • Income Protection
  • Income splitting
  • Life insurance

 

immobilier

Home Purchase

  • Home Buyers' Plan
  • Mortgage insurance

 

 

famille

Family

  • Life insurance  
  • Critical illness insurance
  • Health insurance and income protection 
  • Disability insurance

 

enfants

Children

  • RESP
  • TFSA
  • Debt management 
  • Ensuring insurability with life and health insurance

préretraite

Retirement Planning

  • Retirement income planning
  • Income splitting
  • RRSP, TFSA, RRIF 
  • Long-term care insurance

Retraite

Retirement

  • Retirement needs assessment
  • RRIF
  • Life income fund (LIF)
  • Locked-in retirement income fund (LRIF)
  • Annuities
1 Your SFL advisor can count on a dynamic team and a multi-disciplinary network of financial professionals. They can put the right financial tools to work for you and refer you to a ccountants, and tax and legal experts, who can help fine-tune your financial strategies.