No two individuals or families are alike, that’s why every financial solution that we provide is unique and tailor-made. We take the time to listen to you and identify your complex financial needs so we can understand what success means to you.
Securing your individual or family’s financial future is possible with the right approach. Talk to a Core Financial Advisor today for a customized approach to managing your investments, building your portfolio and planning your future.
Whether saving for your child’s education, planning a vacation, building a nest- egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.
A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
Segregated fund policies
Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.
Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.
Other investment products
- Specialized investment solutions
- Registered education savings plans (RESPs)
- Registered retirement savings plans (RRSPs)
- Registered retirement income funds (RRIFs)
- Guaranteed interest options and payout annuities
Along with helping you build and manage your investments, I can help you choose insurance products to minimize financial risk to you and your family.
Individual life insurance
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
Critical illness insurance
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
Insurance products, including segregated fund policies, are offered through Core Financial Planning Group Inc., and Greg Ingleson and Zach Feinstein offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.