VanFraser Financial Services Inc. was established in 1982, and we look after the financial affairs of individuals as well as businesses.
It is important to be on the right track for the success of your financial future, and we assist clients in making that dream a reality.
For individuals and families, we focus on the accumulation and preservation of assets for their retirement, as well as mitigating the various risks that may appear along the way. We also focus on estate planning for high-net worth clientele, to reduce taxes upon passing.
For businesses, we set up funding for buy-sell agreements, assist in attracting and retaining quality employees, and design group retirement plans to suit.
We believe that building trust in the relationships with our clients is of up-most priority, and having our client's best interest in mind will result in the success of our business.
Some of the products/services we use to execute the solutions we recommend are:
Term Life insurance
Participating Whole Life Insurance
Critical Illness Insurance
Employee Benefit Plans
Vanfraser Financial was established in 1982, and specializes in life insurance, disability, critical illness, employee benefits and RRSP's.