The list of products for a financial plan is numerous. Products evolve and a lot of time is spent researching and evaluating the most suitable products for financial plans. Here is a short list based upon the type of plan.

Cash Flow Planning

  • Checking accounts
  • High Yield Savings Accounts

Investment Planning

  • Guaranteed Investment Certificates (GIC
  • Guaranteed Investment Funds
  • Stocks
  • Bonds
  • ETFs
  • Segregated Funds
  • Annuities

Risk Management Planning ( See Broker Disclosure)

  • Life Insurance
  • Disability Insurance
  • Critical Illness
  • Travel Insurance
  • Long Term Care Insurance


365 total views, 0 views today


Permanent link to this article: