Snipper Financial Planning

 

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Mutual Funds provided through
Equity Associates Inc.

Click to find out more about Equity

 

 

 



 

Our Services

CLIENTS OF SNIPPER FINANCIAL PLANNING CAN EXPECT TO RECEIVE THE FOLLOWING SERVICES:

Access to financial planning services such as:

  • Tax Planning

  • Investment Planning

  • Estate Planning

  • Retirement Planning

  • Cash Flow Management

  • Risk Management

Access to financial instruments such as:

  • Registered Retirement Savings Plans (RRSPs)

  • Registered Retirement Income Funds (RRIFs)

  • Registered Education Savings Plans (RESPs)

  • Annuities

  • Mutual Funds

  • Guaranteed Investment Certificates (GICs)

  • Term Deposits (TDs)

  • Life Insurance

  • Disability Insurance

  • Segregated Mutual Funds

Access to Other Professionals

Quarterly Newsletters

Reviews of Financial Plan and/or Investments

Snipper Financial Planning offers their financial planning services at the rate of $200.00 (Two Hundred Dollars) per hour.

 

 

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