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Helping deliver tailored solutions for clients


Paul Craft Financial Inc. helps a wide variety of clients to build and protect their wealth.

 

  1. FINANCIAL PLANNING
    Helping you build wealth and security for you and your family with services that include:

    • Securing your family's lifestyle.
    • Growing wealth while maximizing life experiences.
    • Planning for a comfortable retirement one day.

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  1. BUSINESS OWNERS
    Helping you grow and protect your business with services that include:
    • Protecting your income and keep your business running.
    • Funding partnership and shareholder buy-sell agreements.
    • Providing flexible and affordable health and wellness solutions for owners and employees.

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  1. SUCCESSION PLANNING
    Helping you plan succession for the next generation with services that include:
    • Quarterbacking the implementation of an exit strategy that considers your family's values.
    • Identifying key players, including active and non-active family members.
    • Involving a team of advisors and specialists to consider legal, tax, and financial issues.

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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.

 

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