Informed Financial Growth offers expert financial services in Peterborough, Cobourg & Lindsay that can be tailored to fit each unique situation we are faced with. Whether it is starting your first investment plan, covering your first mortgage with a term insurance policy or investing funds from the sale of your quota, we have the solution for you. Below is a list of the services we provide through our network of professionals.
Life Insurance: term, universal Life, whole life
Living Benefits: disability insurance, critical illness, health, long term care
Investments: mutual funds, segregated funds, RRSP’s, RESP’s
Tax efficient strategies: tax shelters, flow throughs etc..
Mortgages: through our in house broker
Tax returns: through our in house accountant
Contact one of our Peterborough financial advisors today to discuss your financial planning needs.
It has been a tradition of IFG to have ongoing learning sessions to educate our clients. Our next learning session will be held on December, 1st.
Buying life insurance is one of the most unselfish decisions a person can make. With the proper planning and budgeting one can be covered inexpensively.