Products and Services
At Danielson Financial Services, we work with an extensive team of professionals to help you create a financial plan designed specifically for you.
Estate and financial
planning services
- Comprehensive and complimentary tax, retirement and estate planning
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 Care Insurance
Investment
strategies
- Investment solutions including mutual funds* and segregated funds
- Tax planning
- Registered accounts (RRSPs, TFSAs, RESPs*, Pensions, etc)
- Tax-efficient non-registered accounts
- Accumulation and Payout Annuities – guaranteed investments with creditor protection and beneficiary designations
- Guaranteed Investment Certificates (GICs)**
Business
solutions
- Corporate investment strategies
- Corporate structure planning and review
- Group Benefits – extended health care, travel, dental, vision
- Key Person Insurance
- Pension planning
Access to work
with our specialists
- Mortgages
- General insurance
- Accounting
- Legal
- Private banking