Products and Services
At Blue Whale Financial Solutions Inc, we work with an extensive team of professionals to help you create a financial plan designed specifically for you.
1
Estate and Financial Planning Services:
- Comprehensive and complimentary tax, retirement and estate planning
2
Life and health insurance:
- Life insurance – all types, personally tailored to fit your future needs
- Critical illness insurance
- Disability insurance
- Personal health insurance
- Long-term insurance
3
Investment strategies:
- Investment solutions including mutual funds* and segregated fund contracts
- Tax planning
- Registered accounts (RRSPs, TFSAs, RESPs*, pensions, etc)
- Tax-efficient non-registered accounts
- Accumulation and Payout Annuities
- Guaranteed Investment Certificates (GICs)**
4
Business Solutions:
- Group benefits – extended health care, travel, dental, vision
- Key person insurance
- Pension planning
- Corporate investment strategies
- Corporate structure planning and review
5
Access to our unique relationships with external specialists in regards to:
- Mortgages
- General insurance
- Accounting
- Legal
- Private banking
* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.
**Guaranteed Investment Certificates (GICs) issued by Sun Life Financial Trust Inc.
