Elderly Couple
Financial Confidence
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Your Financial Update
Your Financial Update
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December 13, Tuesday
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PRODUCTS AND PLANNING OPPORTUNITIES







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Active Wealth Management is a full-service financial planning firm. We provide financial security planning advice to help you attain your personal and business financial goals.

Active Wealth Management also helps you construct a long-term Master Financial Plan, ensuring your portfolio is always aligned with your personal life goals. A financial security plan provides you with a strategy to make informed short and long-term financial decisions, leaving you more time to build your business, strengthen your career, or pursue personal interests.

Specifically, Active Wealth Management can assist you with:

PLANNING OPPORTUNITIES
  • Articulating financial and life goals
  • Comprehensive financial planning
  • Personal and business investment strategies
  • Tax minimization and tax-efficient investment strategies
  • Retirement planning
  • Estate planning and transfer of wealth to the next generation
  • Business succession planning and exit strategies
  • Risk management, insurance, and wealth protection
  • Group Pension, Group Retirement Plan and Consultations
  • Employee Benefit Consultation

Active Wealth Management offers a wide range of financial products and services.

Products and Plans
  • Segregated Funds Policies
  • Term Life Insurance
  • Universal life Insurance
  • Whole Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Individual Health and Dental Insurance
  • Annuities RRIFs/ LRIF/ LIFs
  • Group Employee Benefit Plans
  • Health and Dental Insurance
  • Short Term Disability
  • Long Term Disability Insurance
  • Life Insurance
  • Group Retirement Plans
  • Defined Contribution Pension Plans
  • Defined Benefit Pension Plans
  • Defined Profit Share Plans
  • Group RRSPs