Investment Funds    Mutual Funds , Labour-Sponsored Funds (LSIFs) , Pooled Funds , Segregated Funds*

Retirement Plans and Planning  Defined Contribution Plan , Deferred Profit Sharing Plan , LIFs , LIRAs , LRIFs , RRSPs , GRSPs , Spousal RRSPs , RRIFs

Annuities  Life , Term Certain , Indexed , Impaired

Educational Savings   In-Trust Accounts , RESPs

Banking Services  AGF RRSP Loans , B2B RRSP Loans, Mortgage Referrals

 

Investment Calculators

 

Services above are all offered through Independent Planning Group Inc.


 

Insurance   Business Collateral Loan , Buy-Sell Funding , Critical Illness , Disability , Key Person , Term Life , Mortgage , Universal Life , Long-Term Care

 

Purchase these Insurance plans online:


Guaranteed Issue Insurance

Guaranteed acceptance that’s certain to give you that extra measure of security.


Flex Care Health Insurance

If you are not covered by a group health plan or not satisfied with the health coverage you have today, Manulife Financial may be the answer for you.


Follow Me Health Insurance

If you are leaving a company health plan, FollowMeTM Health provides you with uninterrupted coverage without a medical questionnaire, provided you apply within 60 days of leaving your group benefits


Lifecheque Basic

Lifecheque Basic offers critical illness protection at a low cost, and with a hassle-free application process.


Travel Insurance

Going places? Travel Underwriters′ Freedom Travel Insurance is the perfect travel partner. Freedom goes with all of the ways you travel, offering you plenty of coverage options. Affordably!

 

*Insurance products offered through Hub Financial Inc..

* Tax Planning and Preparation offered through CSU Financial Services

 

if you would like additional information on a specific Financial or Insurance matter please contact :

 
Telephone Office: (519) 752-8956
Toll free: (866) 865-8785
FAX (519) 751-2883

Stephen Beda CFP, CHS

Certified Financial Planner

CSU Financial Group

info@legacycardbenefits.ca

81 Glenwood Drive,

Brantford, Ontario

N3S 7N1