{"id":197,"date":"2021-01-14T18:51:21","date_gmt":"2021-01-14T18:51:21","guid":{"rendered":"https:\/\/jb-global.com\/accounting\/?page_id=197"},"modified":"2021-01-14T18:55:24","modified_gmt":"2021-01-14T18:55:24","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/jb-global.com\/accounting\/?page_id=197","title":{"rendered":"Financial Planning"},"content":{"rendered":"\t\t
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Financial Security Planning\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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We place my clients\u2019 needs first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, we can help them build a plan to fit their needs at every stage of life.<\/h4>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Understanding Your Needs<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Financial products are part of a well-thought-out financial security plan. we\u2019ll help you make sure the financial security products you select address your specific needs.<\/h4>

Freedom 55 Financial offers London Life\u2019s own brand of savings and investments, retirement income, life insurance and mortgages. In addition, we can offer a broad range of financial products from other financial institutions. Through my mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, we can offer you powerful investment choices through the exclusive Quadrus Group of Funds.<\/h4>

  • Individual life insurance:\u2013 Participating, Term , and Universal life<\/h4><\/li>

  • Segregated fund policies:\u2013\u00a0 RRSPs and TFSAs<\/h4><\/li>

  • Mutual funds :\u2013 RESPs, RRSPs, RRIFs, TFSAs and RDSPs<\/h4><\/li>

  • Payout annuities:\u2013\u00a0 RRIFs and LIFs<\/h4><\/li>

  • Individual disability insurance<\/h4><\/li>

  • Individual critical illness insurance<\/h4><\/li>

  • Individual health and dental insurance<\/h4><\/li>

  • Mortgages<\/h4><\/li>

  • Group insurance<\/h4><\/li>

  • Group retirement plans<\/h4><\/li>

  • Business insurance:\u2013\u00a0 Key person insurance, Business continuation, Buy\/sell agreement funding, Group insurance, and Group retirement plans<\/h4><\/li><\/ul><\/div><\/article><\/section>
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    Fraudulent emails and phone calls – Protect yourself!<\/p>\n\n

    The CRA is warning Canadians that fraudulent emails and phone calls purporting to be from the Agency are currently being reported.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

    Financial Security Planning We place my clients? needs first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, we can help them build a plan to fit their needs at every stage of life. Understanding Your Needs […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/template-cover.php","meta":[],"_links":{"self":[{"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=\/wp\/v2\/pages\/197"}],"collection":[{"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=197"}],"version-history":[{"count":2,"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=\/wp\/v2\/pages\/197\/revisions"}],"predecessor-version":[{"id":199,"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=\/wp\/v2\/pages\/197\/revisions\/199"}],"wp:attachment":[{"href":"https:\/\/jb-global.com\/accounting\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=197"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}