Young Financial Group

Welcome to Young Financial Group - Building, Preserving, and Living Your Wealth

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At Young Financial Group, we are passionate about providing independent financial advice to individuals, families, and businesses. For over 40 years, we have been committed to helping our clients build and preserve wealth, enabling them to live the life they've always dreamed of. We pride ourselves on understanding our clients' unique and evolving needs and providing them with a holistic financial plan, tailored to achieve their goals.

Our Services

Our comprehensive range of financial products and services is designed to provide you with the confidence to live your life comfortably and build more than just your wealth. Here's a closer look at the services we offer:

Retirement Planning

We collaborate with our clients to understand their need to save and invest for the long-term and then develop and implement strategies that help them get there. Our goal is to help our clients manage and coordinate their retirement assets from all sources, so they have time to live and enjoy their lives. We assist in the creation and implementation of retirement planning objectives, offering the following products:

• Registered Retirement Savings Plans (RRSPs)
• Registered Retirement Income Funds (RRIFs)
• Tax-Free Savings Accounts (TFSAs)
• Non-Registered Accounts
• Individual Pension Plans

Investment Planning

Our unique and personalized approach to investment management ensures that we keep as much of our clients' money working for them as possible. This includes monitoring tax efficiency, fees, and return. We develop long-term investment strategies that enable our clients to generate consistent, stable returns, regardless of day-to-day market activity. Our investment solutions include:

• Mutual Funds/ETFs
• GICs/High-Interest Savings Accounts
• Registered Education Savings Plans (RESPs)
• Segregated Funds
• Annuities

Insurance & Estate Planning

We gain an understanding of our clients' need for insurance coverage, focusing on identifying the appropriate type and amount. We consistently monitor and adapt solutions based on life transitions. When it comes to handling an estate, there are several administrative tasks to consider; bearing some of that burden for our clients and their families is an important part of our process. Our insurance solutions include:

• Life Insurance (Term, Whole, and Universal)
• Disability Insurance
• Critical Illness Insurance
• Long-Term Care Insurance
• Group Benefits and Pension Plans

Our Approach

Our independent approach to wealth management is centered around long-term relationships, built on a foundation of open communication, education, and transparency. We pride ourselves on providing our clients with an exceptional level of service, understanding, and confidence. We are proud to have organically grown our business through referrals and professional partnerships in areas that extend from our area of expertise, but are related to our line of business.

To learn more about the services that we provide at Young Financial Group, please