Life Insurance
Term – affordable, useful for covering large, temporary needs
Permanent – equity bearing, useful for wealth and estate planning needs
Disability – protect your lifestyle and your income earning ability
Critical Illness – arrange to have a lump sum payment in case of a critical health event
Travel – single trip, annual, and insurance for visitors to Canada
Find out more about Insurance advisor, Russell Sawatzky.
Estate and Retirement Planning
It is so important to have a comprehensive, flexible plan to make the best use of the wealth preservation and legacy planning avenues available to us as Canadians. I have the accounting and legal resources necessary for building a plan that will evolve over time to ensure the best possible outcomes for your life, your family and your lifestyle.
Segregated funds and High Interest Accounts
It is so hard to hold onto our money these days so I believe in the value of the guarantees offered by Segregated Funds. I consult with you to determine your risk tolerance and adhere to an investment strategy that allows both of us to sleep at night. I also offer High Interest Savings Accounts which offer ultimate flexibility, liquidity, and the opportunity to grow your money in a safe, non locked in account.
