Working with Primerica Financial Services LTD, Brett and I (Trish) pride ourselves on working with individuals and families of all backgrounds, all income levels, and all ages. We like many, learned later in life than we should have, the importance of investing early. As well as how simple it can be and how great of an impact on one’s financial trajectory.
Helping folks understand the importance of income protection (life insurance). Ensuring that they are properly insured and custom fit with an insurance policy fit for their needs and their income.
Our complimentary Financial Analysis of your needs is the starting point for clients to understand where they are today, where they wish to be in the future and how they can get there. By working with them in this way we set up their financial GPS punching in their destination, their starting point and taking into account all the pit stops along the way. Pit stops like purchasing a house, paying for a wedding, children’s education and more. Your destination eventually being your retirement, where you will be happy to have the funds you need to enjoy it, on your terms.
Primerica Canada has been committed to helping families save and invest for their futures since 1986. By helping families learn our HOW MONEY WORKSTM concepts, we show people how they can achieve a better financial future. We offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.
And we have retirement plans for businesses:
DISABILITY AND CRITICAL ILLNESS COVERAGE
HEALTH & DENTAL BENEFITS
We believe in Buy Term and Invest the Difference
*Representatives of Primerica Financial Services Life Insurance offered through Primerica Life Insurance Company of Canada. Mutual funds offered through PFSL Investments Canada Ltd. Mutual Fund Dealer.
Alberta, Nova Scotia and Ontario
Alberta, Ontario and Prince Edward Island
Representative of PFSL Investments Canada Ltd., mutual fund dealer
Life Insurance Agent offering products underwritten by Primerica Life Insurance Company of Canada
One of our crusades amongst the rest of the work we do, is raising awareness about the Registered Disability Savings Plan Program (RDSP). Helping bridge the gap between people living with disability or disabilities to the RDSP program. A program that provides up to $90,000 in Grants and Bonds to those who qualify.