Jacqui McFarlane - Financial Planning

By: Jacqui Mcfarlane  09-12-2011
Keywords: Life Insurance, mutual funds, disability

Planning Services
In accordance with your own priorities, I will work with you to implement long term planning in the following areas:


Corporate & Personal Planning
• Business Transfer • Buy-Sell Funding • Key Executives
• Deferred Compensation • Executive Disability Plans • Liquidity
• Family Security at Death • Disability • Retirement
• Estate Tax Funding • Educational Funding  
• Life Insurance & AD&D • Dependant Life Insurance • Disability (Long & Short Term)
• Health & Dental Plans • Registered Pension Plans • Group RRSP's
• Term Deposits • Mutual Funds • RRSP's & RRIF's
• Annuities • Mortgages • Professional Referrals

Articles and other information:

Keywords: disability, Executive Disability Plans, Life Insurance, mutual funds,

Contact Jacqui Mcfarlane

Email - none provided

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