WHAT WE DO

Our Services

Every family has unique financial needs and we partner with the providers of the highest standards and industry experience to ensure that your family receives personally tailored solutions for your financial journey.

introductions

WHAT WE DO

Our Services

Every family has unique financial needs – We partner with top providers of the highest standards of local insight and industry experience, to ensure that your family receives the best-tailored solutions in your financial journey.

OUR PRIORITY

Protecting Your Financial Wellbeing

At CF, providing financial advice that’s affordable, reliable and versatile for Canadian families is important to us. That’s why we partner with Canada’s top insurance providers to offer unbiased recommendations that meet your family’s unique needs providing you with peace of mind during difficult times or unforeseen events.

Hover over the topics below to learn about some of the many services available at CF.

LIFE INSURANCE

Life insurance is an essential part of any financial security plan. We offer comprehensive life insurance products for every stage of life, including whole life, universal life and term insurance to fit your unique needs and budget.

LIVING BENEFITS

Maintain your financial stability during unexpected health challenges with our living benefits coverage that includes critical illness, disability insurance, and long term care. Let us help you safeguard yourself and your family.

INVESTMENT & WEALTH MANAGEMENT

Secure your assets with tailored investments like segregated funds and guaranteed investment funds. To take advantage of markets while minimizing risks. We can help you diversify your portfolio across various assets, bonds, and stocks personalized to meet your goals and needs for consistent returns.

FINANCIAL PLANNING

We understand the importance of cash flow management, debt reduction and risk management to protect and grow your wealth. Our investment, tax and estate planning services can help you secure the future of your family for generations to come.

CORPORATE OWNED INSURANCE

Are you a business owner looking for insurance solutions? Regardless of the size or stage of your business. We support business succession planning, shareholder agreement funding and estate planning so you can secure the future of your business and your family’s financial well being.

FAMILY INSURANCE SOLUTIONS

Protect what matters most – your family. We offer a variety of services including RESP’s, TFSA’s, mortgage insurance, health insurance, investment loans, pensions & annuities and travel insurance. Let us help you navigate the complexities of family insurance to find the coverage that fits your unique needs.