Products and Services

As a client of Susan Creasy Financial Inc. you can expect

• Personalized attention and service
• Caring and friendly staff to assist you in meeting your goals
• Prompt response to your inquiries
• Strictest protection of client confidentiality
• Referrals to other professionals i.e. lawyers, accountants, stock brokers as needed

Susan Creasy Financial Inc. acts as a quarterback to your existing advisory team.

Face to face meetings, which can include all your professional advisors, will address your concerns in an efficient and co-ordinated manner.

Susan Creasy Financial Inc. represents the finest financial service providers in Canada who have products to solve your investment, insurance, estate and wealth accumulation planning needs.

Insurance

Wealth Management and Estate Planning products designed to protect you, your family or business

• Critical Illness Insurance
• Disability Insurance
• Group Benefits
• Life Insurance
• Mortgage Insurance

Business Insurance

Co-ordination of protection for you, your business and your staff

• Corporate Life Insurance
• Disability Insurance
• Overhead Expense Coverage
• Key Person Insurance
• Group Employee Benefits Plans

Savings Products

• Annuities
• GICs – Guaranteed Investment Certificates
• LIFs – Life Income Funds
• RESPs – Registered Education Savings Plans
• RRIFs – Registered Retirement Income Funds
• RRSPs – Registered Retirement Savings Plans
• Segregated Funds
• Savings Accounts

Business Savings Products

Co-ordination of savings for you, your business and your staff

• Group Pension / RRSP Plans
• Individual Pension Plans (IPP)
• Retirement Compensation Arrangements (RCA)

Services

• Financial Planning
• Advisor to High-Net Worth Individuals
• Advisor to Business Owners
• Wealth Management
• Insurance Planning
• Estate Planning

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