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Investment

Financial independence often means different things to different people. To some it may mean having the things they want or doing the things they enjoy, while to others it may mean having a secure future to look forward to. At Wedgwood we believe that each and every client deserves personalized service that is tailored to his or her unique situation. We take the time to gather and analyze your financial and personal information, review this information with you, define realistic short term and long-term goals and recommend strategies to meet those goals.

At Wedgwood Insurance, we base our planning for financial independence upon four financial cornerstones:

Short term reserves

to provide money for emergencies or opportunities.

Income and asset protection

for you and your dependents in the event of a premature death or disability.

Fixed investments

to give a specific rate of return and provide capital protection.

Equity investments

to provide longer-term growth through potentially better returns and capital appreciation.

· Guaranteed Investments Segregated Investment Funds RRSP - Retirement Planning RRIF Annuities LIF RESP Educational Funding RRSP Line Of Credit