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Welcome to Estate Financial Online:

Quality Finanical Consulting and Planning



As the Financial Industry continues to become increasingly complex, it is more difficult to understand the product and services that many institutions supply. At Estate Financial Inc., we believe that clients are best served through the advice of an Independent Financial Advisor. We provide top-level products from industry leaders so that all solutions are tailored to meet the changing needs of our clients.

Estate Financial Inc. works for you, our client, not for a financial institution.

 

 



Protect your Family



 

We provide tailored solutions to help you protect your family in the event of unexpected loss or tragedy. Life insurance is the last love letter you will leave youe family. What would you like to tell them?

 

 


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Investments



Tired of watching your investments fall without the benefit of guarantees? Call us to learn more about segregated funds. Banks do not talk about then because they do not offer them!!

 


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Retirement Planning



Take the mystery out of retirement with a one on one consultation. With our use of the Planist software, retirement becomes clear and peace of mind is the result.

 

 


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Estate Financials Products

  • Executive Compensation Plans
  • Buy - Sell Agreements
  • Key Man Insurance
  • Tax Sheltered Savings and
  • Investments
  • Group Insurance
  • RRSP's, RRIF's, Annuities, LIF's
  • Individual Health and Dental
  • Registered Education Savings Plan
  • GIC's, Money Markets
  • Travel Insurance
  • Business Overhead
  • Life Insurance
  • Disability Insurance
  • Crtical Illness Insurance