Financial Services
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saltwinds financial services
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Investment Solutions
- Portfolio options and diversification
- Guaranteed Investment Certificates (GICs)
- Registered Retirement Plans (RRSP, RRIF)
- Registered Education Savings Plan (RESP)
- Tax-Free Savings Account (TFSA)
- First Home Savings Accounts (FHSA)
- Registered Disability Savings Plans (RDSP)
- Annuities
Tax Planning
- Advice on tax planning strategies to minimize or defer taxes, and maximize deductions
- Advice on investments and account structures for tax efficiency
Estate Planning
- Solutions to help maximize your estate’s value
- Multigenerational wealth planning and transfer
- Will planning and beneficiary designation
- Strategic advice on estate-focused investment structures
Insurance Solutions
- Needs Analysis and Risk Management
- Travel, Life, Health, and Dental Insurance
- Long-term Care Insurance
- Disability and Critical Illness protection
Financial Planning for Retirement
- Cash Flow Management and Needs Analysis
- Tax minimization strategies
- Registered Retirement Plans (RRSP, RRIF)
- Locked-in Retirement Account (LIRA)
Banking Solutions
- Manulife Bank
Group and Business Solutions
- Group Health & Dental Plans
- Group Retirement & Pension
- Individual Pension Plans (IPP)
- Business insurance solutions