Monteith Financial Services

FINANCIAL PLANNING

Providing high-level financial & retirement planning services. 

 

FINANCIAL SOLUTIONS AVAILABLE

 


 

Advice & Solutions
 

Personalized Financial Planning       

Investment Planning

Education Planning

Retirement and Estate Planning

Insurance Planning

Mortgage and Debt Planning

Severance Planning

 

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Insurance Products
 

Segregated Funds

Annuities – Life & Term

Life & Disability Insurance

Critical Illness Insurance

Long Term Care

 

 

 

Government Registered Plans
 

Registered Retirement Savings Plans

Registered Retirement Income Funds

Locked-In Retirement Accounts

Life Income Funds

Defined Contribution Pension Plans

Registered Education Savings Plan

Individual Pension Plans

Tax-Free Savings Accounts

Registered Disability Savings Plans

 

 

 

 

Business Solutions
 

Group Retirement Savings Plans

Company Pension Plans

Group Life & Disability Insurance