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WE SERVICE THROUGH
Mutual Funds
Guaranteed Investment Funds
Guaranteed Investment Certificates
The following types of accounts:
Registered Retirement Plans
Locked In Retirement Accounts
- LIRA
- LIF (Life income Fund)
Education Savings Plans
- RESP
- In Trust For Accounts
Investment and Savings Accounts
Tax Free Savings Accounts
INSURANCE SERVICES
- Life Insurance
- Critical Illness Insurance
- Disability insurance
- Group Health Benefits
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Financial Services from Audentium Financial Corp.
At Audentium Financial Corp. our service is first and foremost very personal. Our focus is always on our clients.
We pride ourselves in always keeping in touch with our clients. We thrive on our relationships with clients and enjoy talking to you as we provide frequent updates on your account/portfolio. We always return emails and calls in a timely manner.
We follow a detailed and thorough financial planning process whereby we prepare:
- A ‘net worth’ statement – to provide you with a clear and accurate picture of where you are right now.
- A budget – to show how your money is earned and plan how to both spend and save.
- An Insurance plan – to identify and fulfill your insurance needs.
- An Education plan – to plan for your children’s or grandchildren’s needs.
- A Retirement plan – to identify how your retirement needs will be funded.
- Plans – for any additional goals that you may have.
We consider it a privilege to work with our clients to create the optimal financial plan.
Please call us and come and meet us! |