Wealth Management & Financial Planning

We offer financial solutions and wealth management strategies for all types of financial planning and investment needs.

We provide:

• Retirement Planning
• Investment Savings for short and long-term goals
• Estate Preservation Planning
• Specific Investment Goal Setting
• Budgeting and Cashflow Management

We offer invesments for all types of investor risk appetites.

Here are some specific financial instruments we offer:

• Segregated Funds (Registered and Non-Registered types)
• Mutual Funds and Securities
• RRSP (Registered Retirement Savings Plans)
• GIC's (Guaranteed Investment Certificates)
• Annuities
• TFSA (Tax Free Savings Accounts)
• RESP (Registered Education Savings Plans)
• RDSP (Registered Disability Savings Plans)
• RRIF's (Registered Retirement Income Funds)
• LIF's (Life Income Funds)
• Individual and Group Pension Plans
• Corporate Estate Bonds
• CIRP's (Corporate Insured Retirement Plans)
• Corporate Insured Annuities 

What our clients have to say:

”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

Bottom Line
If you are you looking for a reputable and trustworthy advisory team that will listen and assist you in determining your wealth management and investment needs, we can help.

At Fralick Financial & Insurance Inc. we provide assistance by helping you to indentify your specific investment goals and by helping you to build a plan to achieve your goals.

Read what our clients and associates have to say about us at our Linked in page.

What our clients have to say:
“Mike is the most ethical, customer focused, results driven financial services professional person out there.”
Keith Landra