Basil's Financial Services

Description

A well thought-out plan for your financial future is an integral part of building the life you want for yourself and your family. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
At Basil’s Financial Services we look at the six disciplines of financial planning such as cash management, estate planning, insurance planning, investment planning, retirement planning, and tax planning. And we include education planning as well if it is a requirement. We offer a complete range of financial services, both to individuals and corporations from Investments to Insurance. The types of insurance that we offer are Life insurance, disability, critical illness, long term care, personal health and dental, Accident/Sickness, and group insurance. We can analyze to see if you’re on the right Insurance package. We have access to a wide variety of Insurance companies from Canada Life, London Life, Manulife, and Great West Life. We have access to offer you Term or Permanent life insurance. We even have no medical life insurance options.The benefits of having insurance is having peace of mind, income asset protection, and preserving your estate for beneficiaries. For lending services we offer Mortgages, loans, and line of credit. Whether you’re buying a home, looking to reduce debt or have a mortgage coming up for renewal, we offer a variety of mortgage solutions with flexible features that can meet your unique needs. Contact us to find out how an expert Mortgage Planning Specialist, and a financial plan can help you provide for the people you care about. We want to know what’s Important to you? Our goal is to put you in the right direction. Remember financial independence don’t depend on your age, or income level, it only depends on you. If one of these items listed below is important to you then you should give us a call for an appointment. Family income protection in case of death, disability or critical illness Preserving your estate for beneficiaries Plan for leisure activities such as travel Plan a major purchase such as a home Ensuring your funds last through retirement Retiring early and comfortably Staying a head of the cost of living Developing a financial reserve Surviving possible unemployment Paying for a child’s education Paying off debts/ mortgage Learning to invest wisely Reduce your income tax Owning your own business Charitable giving Products and plans include: Debt Consolidation Mutual funds RRSPs RESPs Tax-Free Savings Accounts (TFSAs) GICs Annuities Registered Retirement Income Funds (RRIFs) Guaranteed Investment Funds (GIFs) Tax-Advantaged funds Individual Pension Plans Group retirement services Brokerage services Chequing accounts Savings accounts Credit cards