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.
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.
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.