We are dedicated to providing our clients with sound advice on insurance. We take the time to discuss your unique situation. An insurance portfolio is then designed to reduce your financial risk while working within your personal budget.
We provide you with access to the following products, tailored to your specific needs:
- Life Insurance*
- Term Life Mortgage Insurance*
- Universal Life*
Living Benefits may be paid to our clients while they are alive and need financial assistance during a disability. We design the right coverage for your particular and unique financial situation. These products can be a mix of:
- Income Replacement for Long Term Disability*
- Critical Illness Insurance*
- Long Term Care Insurance*
- Group or Employee Benefits LTD*
- Individual and Family Health Care*
*Insurance products provided through Dundee Insurance Agency Ltd.
We discuss your financial plans and your current financial situation. We review your present portfolio including your pension, RRSP’s, RESP’s and savings plans. We can then design an investment portfolio that suits your goals and risk tolerance. These products can include GIC’s (Guaranteed Investment Certificates), mutual funds and segregated funds.
Investment products provided through Dundee Private Investors Inc.
||Ronald Fennell, CFP®, CLU, Ch.F.C.
||Certified Financial Planner
Dundee Private Investors Inc.
||(905) 668-3579 / (888) 842-5467