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Investing wisely

FINANCIAL STRATEGIES AND CONCEPTS

 

At Devereaux Financial we believe in providing advice and products that will help you reach your financial goals both personally and for your business. Here are some of the services and products we offer:

 

Investments:

Real Estate Investment Referrals

Segregated Funds

Guaranteed investment Funds

Guaranteed Interest Contract

Term Deposits (Cashable GICs)

Annuities

 

Banking:

Guaranteed Investment Certificates

Short Term Guaranteed Investment Certificates

High Interest Accounts

Lines of Credit

Insurance Protection

IRP Line of Credit

 

 

Insurance:

Life Insurance

Disability Insurance

Critical illness Insurance

Living Care Benefits

Group Benefit Packages

Health & Dental Coverage

 

The Following are some strategies that we offer:

In-Trust investments

Estate Conservation & Protection

Non-Registered Investments

Estate Bonds

Tax Advantage Investments

Tax Deductible Health and Dental Plans

   
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Products and Services offered in this website are only available to residents of Alberta.
Content provided here is compiled from a variety of sources. It is for information purposes only and should not be construed as advice.

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