Services : Service

SERVICES

INSURANCE NEEDS

Mortgage Insurance

Permanent/Whole Life Insurance Solutions

Individual Health and Dental Insurance Plans

Disability Insurance

Critical Illness Insurance

Travel Insurance

BUSINESS OWNER SOLUTIONS

Key Person Insurance

Corporate Life Insurance

Succession Planning

Group Benefits

Individual Pension Plans (IPPs)

Retirement Compensation Agreements (RCAs)

Tax Planning

INVESTMENT AND SAVINGS PLANS

Mutual Funds

Pension and Severance Solutions

Segregated Funds and Annuities

Guaranteed Investment Certificates (GICs)

Registered Educations Savings Plans (RESP)

Tax-Free Savings Accounts (TFSAs)

Registered Retirement Savings Plans (RRSP)

Retirement Income Funds (RIF)

Registered Disability Savings Plan (RDSP)

ESTATE PLANNING

Charitable Giving

Tax and Probate Solutions

Understanding the Role of Executor

Assistance with Communicating Well Wishes to Family Members

Life and health insurance products are provided by Brent Timm and Lesley Cronk, independent Life and Health Insurance Advisors, through Financial Horizons. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered, supervised or reviewed by DFS Investments. DFS Investments is the mutual fund dealer through which mutual fund products and services are provided.