Our role at Brittain Group Financial Services

At Brittain Group Financial Services we believe in getting to know you through personal interviews; listening to your dreams, aspirations and goals. We will address your fears and uncertainties, while analyzing and reviewing your current situation.

We provide recommendation strategies and alternative solutions to assist you in achieving your goals. We build sound investment portfolios individually tailored to suit your objectives and risk tolerance.

We assist in developing comprehensive estate plans to create financial resilience and protect you and your family against financial loss due to death, disability and illness.

We monitor and review your plan, as well as modifying your plan to adapt to changes in your life goals or circumstances.

We work diligently to educate our clients in financial literacy by providing information through discussions, product and planning seminars, and reading material.

Investment Products

Guaranteed Investment Certificates

• Registered or Non-Registered
–Short-Term (30-364 days)
–Long-Term (1-5 years)
–Cashable

TFSA, RRSP, RRIF, Open

Mutual Funds

• Registered or Non-Registered Accounts

 TFSA, RESP, RDSP, RRSP, LIRA, RRIF, LIF, LRIF, Open

Insurance Products

•  Life Insurance
•  Disability Insurance
•  Critical Illness Insurance
•  Long-Term Care Insurance
•  Travel Insurance
•  Annuities
•  Segregated Funds
• Registered or Non-Registered
TFSA, RESP, RRSP, LIRA, RRIF, LIF, LRIF, Open

  Services

  • Financial Planning
  • Estate Administration
  • Tax Preparation **

** Through Brittain Group Financial Services Inc.