Personal Financial Planning

Personal Financial Planning for Employees and Business Owners

For Employees

Green Benefits Group focuses on how individuals or families obtain, budget, save and spend their monetary resources over time, taking into account various financial risks and future life events.

Below are the tools we use in our financial planning process to assist you in your goals:

  • Individual life insurance
  • Segregated fund policies, RRSPs
  • Payout annuities, RRIFs and LIFs
  • TFSAs (Tax Free Savings Account)
  • Individual disability insurance
  • Individual critical illness insurance
  • Individual health and dental insurance
  • Mortgages Insurance
  • Leveraged loans
  • Individual pension plans
  • Tax and estate Planning

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Whatever stage you are in your financial planning, we will help you achieve the best results for your future.

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