Insurance Planning
Insurance protects your financial security and should be a key part of overall financial plan. Depending on the type of insurance purchased, you or your beneficiaries receive a cash benefit if you suffer a disability, become ill or die.
Wealth Management Planning
Fair Advice Financial offers personalized Wealth Management Planning services to help clients effectively manage and grow their wealth long-term, tailored to their unique goals and financial situation.
Investment Planning
Why save and invest? We all have financial goals and we all want to feel secure when it comes to our personal finances. By saving and investing, you can protect and grow your money to reach your financial goals.
Estate Planning
It is the process of anticipating and arranging, during a person's life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.
Retirement Planning
Saving and building a “retirement nest egg” for the future is becoming more important. However, many Canadians are not saving enough to maintain their desired standard of living throughout their retirement.
Risk Management Planning
Our risk management planning services help clients identify, assess, and mitigate potential risks through personalized strategies including diversification, asset allocation, insurance coverage, and contingency planning.
RDSP
RDSP (Registered Disability Savings Plan) is a Canadian government program especially designed to offer disabled people save for long-term financial security. At Fair Advice Financial we ensure beneficiaries get the maximum grants and bonds, offering customized strategies for future stability and better quality of life.
