Clarke Financial Planning-Ins

Building Prosperity, Protecting Futures

Clarke Financial Planning & Insurance Services has been a trusted partner for First Nations communities and businesses in Manitoba since 1994. Led by Certified Financial Planner (CFP) Andrew Clarke, we understand the unique financial challenges and opportunities faced by indigenous populations. We're committed to empowering you to build financial security and achieve your goals.

Our Values

Our core principles guide us in every interaction:

• Client-Centricity: We prioritize your needs and goals, working collaboratively to find tailored solutions.
• Integrity: We operate with transparency and accountability, building trust through open communication and ethical practices.
• Cultural Sensitivity: We respect and embrace the diverse cultures of our clients, offering culturally appropriate solutions.
• Financial Empowerment: We believe in educating our clients and empowering them to make informed financial decisions.

Expertise at Your Service

CLARK Financial Planning & Insurance Services offers a comprehensive range of services to meet your diverse financial needs:

Group Benefits & Pension Plans

• Tailored plans for businesses with one to 500 employees
• Stand-alone or association plans
• Free, no-obligation quotes
• Expertise in IPP, RPP, RRSP, and DPSP plans

Segregated Funds

• RRSP and RRIF options with capital guarantees
• Access to leading investment firms
• RESP and In-Trust accounts
• Creditor protection potential

Life Insurance

• Term, Permanent, and Universal Life policies
• Funding options for Buy/Sell agreements
• Rate shopping to ensure best value

Disability Insurance

• Coverage for Blue Collar, Owner, and Professional individuals
• Choice between guaranteed and non-guaranteed rates
• Flexible start/stop dates
• Business overhead expenses coverage
• Funding solutions for Buy/Sell agreements

Our Commitment

At Clarke Financial Planning & Insurance Services, we're dedicated to building long-lasting relationships with our clients. We're here to support you every step of the way, offering personalized guidance and tailored solutions to meet your unique needs.