“How Much Do I Need?”
When it comes to deciding on how much to save for retirement and where to invest, or how much life insurance is necessary? Your not alone, these are common questions. When it comes to investments, insurance, taxes, etc… it can be very confusing, let us address these concerns with you, we at Security Holdings Ltd. pride ourselves on our personal service.
We take a “Proactive” approach to investing, not reactive. We constantly review the financial market conditions and management our portfolio to make appropriate changes to investments for you the client.
We can provide you with an assortment of Financial and Insurance product needs, for a confidential & complimentary consultation, please call our Financial Planning Center and speak to one of our experienced associates.
Following is a sample of our Financial and Insurance products we can help you with:
1. Investment Products
• Registered Retirement Savings Plans (RRSPs)
• Tax Free Savings Accounts (TFSAs)
• Education Plans (RESPs)
• Registered Retirement Income Funds (RRIFs), Locked-In Income Funds (LIFs)
• Pension Plan Transfers
• Segregated Funds
2. Insurance Products
• Life Insurance Plans
• Critical Illness Plans
• Disability Plans
• Travel Plans
3. Employee Benefit Products Plans
• For 1 or more employee(s)
• Health, Dental with Prescription Drug Coverage.
Contact Us with any questions or to schedule and appointment.