WHO WE ARE
What sets us apart:
We work with well known business leaders
We work with well known physicians and dentists
We are not owned by a bank or insurance company
We are independent and objective
We provide the following services:
Insurance Solutions
Tax-exempt Whole Life and Universal Life Plans
Term Life Insurance
Critical Illness Insurance
Disability Insurance
Investment Solutions
Registered Retirement Savings Plans (RRSP)
Tax Free Savings Accounts (TFSA)
Estate and Tax Solutions *
Wills
Powers of Attorney
Advanced Health Directives
*We work with Private Bankers, qualified Chartered Accountants and Lawyers to deliver estate and tax solutions.
Professional Incorporation*
Shareholder and Buy Sell Agreements*
Business Leaders
At The Richard Jones Financial Group Ltd. we are committed to the protection of your business with your family’s future in mind.
Physicians
As a physician your circumstances are unique. So are Rick’s solutions to your life insurance and financial planning.
Dentists
As a dentist, your circumstances are unique. So are Rick’s solutions to your life insurance and financial planning.
Still Have Questions?
Don’t hesitate to reach out to us anytime