Schuster Boyd McDonalds prime goals are to provide you the customer, with quality products and knowledge for Financial Planning, Insurance (life, health, travel, disability and critical illness), Employee Benefits. Drop by, call or visit us online at www.sbminc.ca
It should be noted that the annuity and the irrevocable direction can never be changed or collapsed once the settlement is finalised. The monthly payments are designed to sustain the injured party for a protracted period and the recipient is effectively protected from losing, wasting or even giving away the settlement funds. In most cases we recommend a lifetime plan. These Structured Settlements guarantee that the claimant will never run out or 'outlive' the money.
We are a full service office. Offering everything to help you reach your retirement goals & dreams, to saving for your child's/grandchild's education, to providing Mortgage Insurance, Life insurance, Critical Illness & Disability insurance. We also offer travel and health and dental plans.
Michael A. Farrell B.A., FLMI, CFP, Financial Advisor.
We help our clients with financial planning, managing their investments and managing their RRSP and retirement accounts using Point & Figure Charting. Quite simply, we help you manage the investment risk within your portfolio to help you reach your goals.
Check out our website at www.farrellfinancial.ca for more information.
We help people maximize their income and minimize their taxes, both now and during retirement. We specialize in estate transfers from one generation to another, while minimizing estate shrinkage due to legal, probate and executor fees along with income tax.