Services
We are fully licensed to transact financial services within Alberta, British Columbia, and Ontario. Our main focus areas are wealth accumulation, wealth and income protection, retirement and estate planning and comprehensive financial planning.
Wealth and Income Protection | Insurance
Consider the impact on your life if you were diagnosed with a long term disability or a life-threatening illness. Would you be able to support yourself and your family? Could you focus on recovery without worrying about your financial situation? How would it impact your retirement plans?
While no one ever wants to experience a health issue, they can and do occur. Our goal at DEAN Financial Ltd. is to protect our clients against these risks to your lifestyle and financial well-being so you can focus completely on recovery without the added financial stress.
Available Products and Services:
While no one ever wants to experience a health issue, they can and do occur. Our goal at DEAN Financial Ltd. is to protect our clients against these risks to your lifestyle and financial well-being so you can focus completely on recovery without the added financial stress.
Available Products and Services:
- Life Insurance
- Critical Illness Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Group Insurance
- Travel Insurance (including Emergency Medical, Trip Cancellation/Trip Interruption)
- Super Visa Insurance
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.
Available Products and Services:
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.
Available Products and Services:
- 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
- Annuities
Financial Planning | Retirement & Estate Planning
DEAN Financial Ltd. uses a suite of analytical tools and services to create realistic and achievable financial plans and strategies for our clients. On a fee for service basis, our team will work closely with your specific needs and goals to develop a comprehensive and personalized financial plan.