Phoenix Financial Service

At Phoenix Financial, we believe in empowering our clients to achieve financial security and peace of mind through personalized financial planning and a diverse range of products and services. We prioritize building strong, lasting relationships with our clients and delivering exceptional service every step of the way.

Retirement Planning

• Registered Retirement Savings Plan (RRSP)
• Locked-in Retirement Account (LIRA)
• Registered Retirement Income Fund (RRIF)

Savings & Investments

• Tax-Free Savings Account (TFSA)
• Investment Services

Insurance Solutions

• Term Life Insurance
• Universal Life Insurance
• Participating Life Insurance

Wealth Management

• Segregated Funds
• Guaranteed Investment Certificates

Financial Guidance

• Financial Planning & Analysis
• Estate & Retirement Planning
• Risk Management & Insurance Planning

Our Commitment

Our team of experienced professionals is dedicated to providing personalized guidance and support to meet your unique financial goals. We take the time to understand your individual needs, circumstances, and aspirations to create a customized plan that aligns with your unique circumstances.

Our Philosophy

We believe in:

• Client-centered approach: We prioritize understanding your needs and aspirations to make informed financial decisions together.
• Transparency & communication: We provide clear and transparent information about your financial plan and regularly communicate with you to ensure your needs are met.
• Taking a holistic approach: We consider all aspects of your financial life to create a comprehensive and sustainable plan.
• Building for the future: We focus on planning for the future, while managing present-day financial goals.