Insurance | Chartwell Financial Group

By: Chartwell Financial  09-12-2011

Insurance is part of the foundation of a complete financial security plan. It helps protect you and your family in the event of death, a disability or critical illness. While you're still living, some life insurance policies can build tax-advantaged cash value which can be drawn upon1 to help you achieve goals, such as buying a house or retiring comfortably.

To help meet your financial security planning needs, we have access to a broad range of insurance products. These products are designed to meet the diverse needs of individuals, families, professionals, executives, business owners and employees, including the needs of part-time and seasonal workers.

1If the accumulation stays within prescribed limits, the cash value is only subject to income tax when it’s withdrawn.


Other products and services from Chartwell Financial

09-12-2011

Group benefits | Chartwell Financial Group

If you need effective benefit solutions for your business, we can provide access to customized group benefits plans, including life insurance and disability insurance, as well as health, dental and visioncare insurance. We also have access to innovative products and services, such as benefit plans for foreign workers.


09-12-2011

Group retirement and savings plans

Group retirement and savings plans can play a key role in helping you attract and retain quality employees. We have access to a wide variety of group retirement and savings plans. Group registered retirement savings plans.


09-12-2011

Products and Services | Chartwell Financial Group

From securing a comfortable retirement, saving for a home and financing a child’s education, to protecting your family in the event of death, a disability or critical illness, we have access to a comprehensive portfolio of financial security planning products and services to help you address your financial security planning needs. We also have access to products specifically designed to meet the unique needs of small and large businesses.


09-12-2011

Retirement and investment products | Chartwell Financial Group

We have access to a wide range of savings and income products – both registered and non-registered savings, income, and pension plans for individuals; as well as registered and non-registered savings and pension plans for employee groups. Based on your specific needs and goals, investments can play a key role in your financial security plan and your ability to achieve your short- and long-term goals. We can also offer you mutual funds.