Money Concepts Ottawa Valley
- Firms:
- Money Concepts Ottawa Valley
- Address:
- 274 Raglan Street South, Renfrew, ON K7V 1R4, Canada
- Sponsors
- Corporate Phone:
- 613-432-5617
- Email:
- Contact Firm
- Website:
- http://www.moneyconceptsov.com/
At Money Concepts, their goal is to help you realize your goals. Each client is treated as a unique individual with specific needs. This team commits to providing only the highest quality service to create a comprehensive financial plan for each individual.
Services:
- Comprehensive Financial Planning
- Mutual and Segregated Funds*
- Guaranteed Investment Certificates (GIC)
- Term Deposits and Guaranteed Government Bonds
- Long-term Tax Planning
- Annuities
- Tax-Assisted Investments and Limited Partnerships
- Group Registered Retirement Savings Plans (GRSP)
- Group Pension Plans
- Group Extended Health Plans
- Group Life and Disability Insurance Plans
- Tax Planning
- Key Person Insurance
- On-site Financial Planning Seminars
- Analysis of Retirement and Severance Packages
- Balanced Estate Distribution
- Probate and Tax Minimization
- Registered Education Savings Plans (RESP)
- Financial Planning Seminars and Panel Discussions
- In Trust For Accounts
- Life Insurance, Universal and Term
- Critical Illness Insurance
- Disability Insurance
- Major Medical and Travel Insurance
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