Life & Financial Services
At McDougall, we are committed to offering our clients a full range of insurance and financial services. For personal and family needs we work closely with you to create a long-term financial plan. For your business and estate planning we work closely with your lawyer and accountant to create a long-term financial plan.
Having a financial plan can take a lot of the worry out of life; especially if your financial planner is someone you know you can trust. At McDougall we offer professional objective advice for:
- Insurance Planning
- Business Planning
- Investment Planning
- Retirement Planning
- Life, Personal and Business Insurance
- Mortgage Insurance
- Employee Benefits
- Partnership Insurance
- Pension Plans
- Income Replacement
- Group Disability
- R.R.S.P.s for individuals and groups
- Critical Illness Protection
- Long Term Care Protection
- Registered Education Savings Plans (RESPs)
- Travel Insurance
- High Interest Daily Savings Accounts
- Secured Lines of Credit
Investment Services
At McDougall, we have information on a wide range of companies that specialize in financial services. Since the products we offer are not our own we are able to shop for the best return and risk level to ensure that the product you buy fits your individual investment needs. We receive rate information on a daily basis, so we are constantly aware of the best product to purchase at any particular time.
Not every investment product is right for every client. The personal service offered by McDougall will allow you to be confident in your product selection.
Our products include:
- GIC's
- RRIF's
- Annuities
- RRSP's
- Segregated Funds
- Mutual Funds
- Non-registered Investments
Investment Funds (Segregated Funds and Mutual Funds)
When it comes to investment funds, you want to be able to trust your insurance company is investing your money in your best interest. An investment fund is what you and many others contribute to, while the fund manager handling the money invests it in the stock market. There is more risk involved than with a GIC, for example, so you want to ensure that the company investing your money has your best interests in mind; there may be more risk, but the rate of return can be much higher than with a GIC. Let McDougall do the shopping; we can find you the most effective investor for your highest rewards.
These are only some of the services we extend. Consult one of our representatives and let us know what you need.
