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)
  • RRSP (Registered Retirement Savings Plans)
  • GIC's (Guaranteed Investment Certificates)
  • 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 
          
We take a 'basic risk tolerance' approach to advising our clients how to invest. 

 

 


Take a look at this short video to determine the
8 basic steps to establishing your Retirement Plan.

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

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.