Consulting for small business on strategic planning, financial planning and bookkeeping.
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Service Category: Finance & Insurance
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Financial Services and Property Management Solutions for Landlords
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The Co-operators aims to provide financial security for Canadians and their communities. They strive for the highest level of integrity to surpass client expectations through use of innovative solutions supported by mutually beneficial partnerships. This local branch of the national firm this insurance brokerage offers a wide range of insurance services and products plus financial planning services. Coverages available include auto, house, tenant and farm insurance.
Debbie Hamilton has been representing the Co-operators in St Thomas and Aylmer for over 10 years.
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I can help you:
Protect your family from the unexpected
Build & protect your savings
Build your future plan
Protect your health care options
And more
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We offer personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets, through our global team of approximately 90,000 Scotiabankers.
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Rick Lachine has over 20 years experience working in the financial services industry. His credentials attest to his dedication to keeping informed, to enable him to better help you achieve financial independence.
Successfully completed the Canadian Investment Funds Course
Life Insurance licensed since 1991
Certified Financial Planner (CFP) in good standing with the Financial Planning Standards Council
Elder Planning Counselor and member of the Canadian Initiative for Elder Planning Studies (CIEPS)
Member of the Canadian Institute of Financial Planners (CIFPs)
Member of the Financial Advisors Association of Canada (ADVOCIS)
Financial Planning
Cash Flow Analysis
Debt Management
Risk Management and Insurance
Education Planning and Income Splitting
Ongoing Reviews
Retirement Planning
Investment Planning and Asset Allocation
Tax Planning Strategies
Pension and Retirement Income Projections
Estate Planning
Wills and Power of Attorney Review
Estate Preservation and Liquidity
Tax Minimization Strategies
Charitable Giving
Services Offered
Retirement Planning Workshops
Pension Planning Workshops
Estate Planning Workshops
Products Offered
RRSPs, RRIFs, TFSAs, LIRAs, LIFs, LRIFs, RESPs
Mutual Funds provided through FundEX Investments Inc.
Segregated Funds
Group RRSPs and Pensions
GICs
Annuities
Life Insurance
Disability Insurance
Critical Illness Insurance
Long Term Care Plans
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Family-owned since 1914; we are team of trusted advisors educated and uniquely trained to provide an exceptional client experience. Passionate and committed you win with our exclusive unique process Mission to Your Prosperity TM and holistic discovery method. Our purpose: to develop flexible and affordable solutions that protects the people and property that matter most to you.
Personal Insurance; Home Insurance, Apartment & Condominium Insurance; Car Insurance; Motorcycle; Personal Water Craft/ Yacht; Cottage/Vacation Home; Secondary Residence; Trailer; Travel & Medical Insurance; Life Insurance; Disability & Critical Illness Insurance; Long Term Care Insurance and Personal Group Benefits; Investment Funds and Wealth Management
Business Insurance for: Manufacturing; Wholesale & Distributors; Food Processor; Agri-Business & Farm; Not-for-Profit Groups; Spiritual Organizations; Professional Services; Partnership Buy-Sell Insurance; Key Person Life Insurance; Disability & Critical Illness Insurance; Group Benefits; Asset Management and Tax Benefit Exit Strategies
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Accounting and Bookkeeping Services
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Licensed Insolvency Trustees Bankruptcy & Consumer Proposals
Personal Bankruptcy &
Consumer Proposals Corporate Recovery &
Restructuring
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With McFarlan Rowlands you’re covered. Our experienced brokers work for you to pick insurance policies that perfectly fit your needs.