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Financial Services

Successful financial planning is essential in maintaining and protecting the financial well being of families and business owners. At M. Edward Powell Insurance Brokers Ltd., we help make sense of the considerable amount of financial information in the marketplace. We will analyze and review your current financial position, recommend a plan of action in a clear, concise manner and assist you in achieving your financial goals.

We assist individuals and business owners by guiding them through a variety of retirement and risk management plans. We will make recommendations towards a plan that aligns with your goals and objectives. If your circumstances change, we can facilitate a re-evaluation of your strategy.

We offer a full range of financial services including:

Business Owners & Corporations

  • Buy/Sell Funding
  • Key Person Insurance
  • Employee Benefits Programs
  • Deferred Profit Sharing Plans
  • Group Pension Plans
  • High Interest Savings Accounts
  • Group Critical Illness

Individuals and Families

  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care
  • Health Insurance
  • Annuities
  • Segregated Funds
  • Mutual Funds*
  • Self Directed RRSP & RRIP
  • Tax Savings Accounts
  • High Interest Savings Accounts & GICs
  • Retirement & Estate Planning