McKinnon Wealth Management
2
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Personal Financial Services< Financial Planning
Critical Illness Protection
Setting Priorities
Goal Setting
Implementation
Annual Review
RRSP`s
Spousal RRSP`s
Non-Registered Accumulation Plans
Investments Funds
Segregated Funds
Annuities
RRIF`s
RESP`s
Tax-preferred Insurance
Home Insurance
Auto Insurance
Small Business Insurance
Business Planning
- Business Succession Planning
- Disability Income Protection
- Funding Buy-Sell Agreements
- Business Loan Protection
- Key Executive Coverage
Benefit Programs
- Group Life
- Supplemental Health Coverage
- Dental Coverage
- Group RRSP`s and RESP`s
- Travel Insurance
- Individual Health Plans
Estate Planning
- Family Protection
- Mortgage Protection
- Estate Preservation
- Educational Funding
- Estate Maximization
- Charitable Giving
- Pension Maximization