Financial Planning Solutions

Need help with insurance planning?
We offer:

 

Need wealth management help?
We provide
:

  • Investment & Retirement Planning
    • We offer a wide variety of investment options
      (safe, moderate, highly correlated market equity investments)
    • Investing & Income Planning
    • RRSP, RRIF, LIRA, Insured Retirement Plans
    • TFSA, Non-Registered Investments, Annuities, Insured Annuities
    • GIC's, Estate Bonds, and other types of investment instruments
       
  • Tax Planning and Strategies
    • We can assist with tax planning and implementation of tax efficent strategies
       
  • Assistance with Estate Planning
    • Whole Life Insurance, Segregated Funds, Insured Annuities, Funding of Estate Trusts and assistance with other tax efficient estate planning solutions
       

What our clients are saying:

Since Mark has become my financial adviser the performance of my investment portfolio has been a very positive experience. His sincerity, knowledge and dedication to my needs are unique and place him at the top of his profession. I highly recommend Mark for any of your financial planning requirements.”

Lawrence Sangster – Eastern Manager, Trudell Medical Marketing Limited

Here is a listing of our solutions:

  

Life, Disability & Critical Illness Insurance

We offer life insurance including:

  • permanent life insurance
  • univeral life insurance
  • term life insurance coverage


We can also provide disability insurance and comprehensive critical illness insurance.

 

For more details on our insurance solutions, please visit:
Life, Disability and Critical Illness Insurance page

 

What our clients have to say:

"Mike and his team helped me to clarify my individual life insurance needs and delivered terms that made sense."

Jared Pheifer

Financial Planning & Wealth Management

Are you looking for financial planning assistance?

 

We provide: 

  • Retirement Planning 
    - Assistance with retirement savings and income planning
    - Assistance with estate preservation
    - Assistance with estate trusts and charitable donations
    - Assistance with budgeting and debt management   
  • Wealth Management Services
    - Assistance with investment risk
    - Savings & investment planning
    - Taxation planning and strategies

     

For more details, please visit: 

Here's what our clients are saying:

'Mark & Mike took the time to help me determine my financial and retirement goals.  They walked me through a logical process and explained how a financial plan can help to achieve my goals.  I feel much more confident and aware of my current financial situation and I'm confident I will reach my retirement goals with the plan Mark and Mike have helped implement.'

David Little

Employee Group Benefits Insurance

We provide tailor made and affordable group benefits insurance plans providing:

  • Life insurance & disability insurance
  • comprehensive health, drug and dental benefits
  • short and/or long term disability coverage
  • employee assistance programs

 

For more information on our group plans,
please visit:

Employee Group Benefits page

What our group benefits clients have to say:

"Mike and his team made the whole experience of implementing our group benefits plan an efficient and easy process. They obviously have a lot of experience in group benefits insurance."

Trent Eisenhauer - President of Trenstar Excavating Limited

Health & Travel Insurance

Our health plans offer:

  • comprehensive coverage 

Our travel medical plans offer:

  • worldwide medical coverage
  • trip cancellation and interruption coverage at affordable rates

 

For more information on our health & travel plans and for your online quotation, please visit: Health & Travel Insurance page
If you like our terms, you can also purchase your health and/or travel insurance directly online.

Estate Planning

At Fralick Financial & Insurance Inc. we work with a team of experienced lawyers, accountants and tax specialists to provide you the best holistic estate planning advice. 

 

For more details on the estate planning solutions
we have to offer, please visit:

Estate Planning page 

Tweets from Mike Fralick @FralickFinance

    

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© Fralick Financial and Insurance Inc. is an incorporated financial services and insurance brokerage operating in Canada. Copyright 2009 Fralick Financial and Insurance Inc. All rights reserved.