Wealth Accumulation | Distribution
DEAN Financial Ltd. offers a specialized line of products and services designed to grow and maximize your wealth as you plan for retirement. Through our personalized planning approach, we will help ensure you have enough income during retirement to support your lifestyle needs.
Retirement planning is never complete – investments should be actively managed throughout life’s various stages as you move closer to, and during retirement. We work closely with our soon-to-be and fully retired clients to ensure the proper and efficient distribution of wealth and income during these years.
- Segregated Funds
- Guaranteed Investment Funds (GIF)
- Guaranteed Investment Certificates (GIC)
- Tax-Free Savings Accounts (TFSA)
- RRSP, RRIF, LIRA, LIF
- RESPs and Tax-Deferred Savings Plans for Children and Grandchildren
- Individual Pension Plans