At Price Financial we offer

Estate and Retirement Planning and
Business Succession Planning through the use of:

· Life Insurance on an Individual or a Group basis

· Disability Insurance

· Critical Illness and Long Term Care Insurance

· Annuities, both Deferred and Immediate

· Segregated Investment Funds

· Individual Retirement Savings Plans

· Group Insurance Benefits including:
Medical, Dental and Short and Long Term Disability

· Group Pension and Registered Retirement Savings
Plans

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We adhere to the policy of the Canadian Association of Financial Planners which provides for a Total Financial Planning Process, including:

  1. Clarification of present financial situation including identifying financial problems,
  2. identification of financial and personal goals and objectives,
  3. identify financial problems
  4. provision of written recommendations and alternative solutions,
  5. Co-ordination of the implementing of recommendations.
  6. provision of periodic review and necessary revision to update financial goals and objectives
Worldsource Finanical Mangement Inc., Sponsoring Mutual Fund Dealer. Additonal Products and Services Provided through T. Price Financial.