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HELPING BUILD WEALTH & SECURITY  
   

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


 

  1. 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.

  1. 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.

  1. 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

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logo-75px Our Available
Product Solutions:

  • Individual life insurance
    Participating
    Term
    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.