Helping deliver tailored solutions for our clients
Paul Craft Financial Inc. helps economic growers, ambitious people with growth potential, build their wealth and protect it. We use a process to create a financial plan that evolves as you move through life stages, business phases, career advances, and the growth of your children. We help in the areas of:
- Risk Management
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
We offer financial planning services to a wide variety of clients
- Young, single professionals and/or business-owners who want to:
- Purchase property.
- Grow their wealth, while maximizing life experiences.
- Care for themselves, maintain financial security and independence, and secure their income in the event of sickness or injury.
- Plan for the distribution of their estate in the event of premature death.
- Young families, professionals or business owners who may have a mortgage or business debt, and a spouse, children, or other dependants to care for and support financially, who want to:
- Payoff debt and secure the family’s lifestyle in the event of illness, injury or premature death.
- Plan for a comfortable retirement one day.
- Help ensure their children’s financial security.
- Fund their children’s post-secondary education.
- Manage debt and cash flow.
- Mature professionals and business-owners that are nearing or in retirement, who are concerned about:
- Transitioning out of their business.
- Helping their children and grandchildren without compromising their retirement lifestyle.
- Supporting the causes they care for during retirement and after their passing.
- Reducing the potential tax burden on their estate.
Contact Us to Learn More
- Individual life insurance
— Universal life
- Individual disability insurance
- Individual critical illness insurance
- Individual health & dental insurance
- Segregated fund policies, RRSPs & TFSAs
- Mutual funds – RESPs, RRSPs, RRIFs, TFSAs and RDSPs
- Payout annuities, RRIFs and LIFs
- Group insurance & retirement plans
|Paul Craft Financial Inc. offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, we can offer a broad range of financial products from other financial institutions.