Your Goals - DFSIN - SFL
We support you with every project
Your advisor can help you make informed decisions at every stage of your financial life. Decisions that will translate your priorities into financial strategies so you can achieve your goals and maintain your quality of life and that of your family.
Investment
- Term investments
- Guaranteed investment funds
- Mutual funds
- RRSP and TFSA
- Borrow to invest
Couples
- Budgets
- Income Protection
- Income splitting
- Life insurance
Home Purchase
- Home Buyers' Plan
- Mortgage insurance
Family
- Life insurance
- Critical illness insurance
- Health insurance and income protection
- Disability insurance
Children
- RESP
- TFSA
- Debt management
- Ensuring insurability with life and health insurance
Retirement Planning
- Retirement income planning
- Income splitting
- RRSP, TFSA, RRIF
- Long-term care insurance
Retirement
- Retirement needs assessment
- RRIF
- Life income fund (LIF)
- Locked-in retirement income fund (LRIF)
- Annuities
1 Your SFL advisor can count on a dynamic team and a multi-disciplinary network of financial professionals. They can put the right financial tools to work for you and refer you to a ccountants, and tax and legal experts, who can help fine-tune your financial strategies.