Our individual financial planners have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The Certified Financial Planning (CFP) designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.
We focus on combining traditional group disability coverage with individual disability plans. This strategy effectively safeguards against dramatic LTD premium increases and also ensures that high-income earners are adequately covered. These plans are especially attractive to employers and employees alike as coverage can be offered without providing medical evidence.
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