As a Certified Financial Planner I offer you the following
services:
• Individually Tailored Financial Planning
• Lifestyle Planning:
How to balance your dreams of today with your goals of the future
• Retirement Planning: Investments,
RRSPs, RRIFs, Pensions
• Strategies: Pension Maximizer, Mortgage Cancellator
• Income Protection*: Disability, Life
Insurance*, Critical Illness Insurance
• Estate Planning: Life Insurance
• Children’s Education: In Trust
Accounts, RESPs
• Small Business: Group RRSPs,
Group Insurance*, Buy/Sell Insurance*, Private Health Plans*
• Analysis of your investment style and needs
• Ongoing support and follow-up
• Quarterly Newsletters
• Seminars
• Private Health Services Plans* (PHSP) for Small Business
• Portfolio See your Portfolio here »
If you operate a small business and incur health related expenses, you NEED a Private Health Services Plan!
A PHSP is a vehicle that allows all medical/dental expenses to run through your business, where they become 100% deductible. This is a smart and efficient tool that does not involve costly insurance premiums. The process transfers such expenses from after-tax personal dollars to pre-tax business dollars, resulting in significant savings.
* Insurance products provided through Dundee Insurance Agency Ltd.
If you’re planning on traveling outside of British Columbia then don’t forget to get your travel insurance. Contact Bettina for more details.
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