PERSONAL FINANCIAL SERVICES

Freedom to do more of what you love

Our understanding of your current financial situation is the keystone to building a financial plan which will meet your future needs. We focus on helping our clients achieve financial independence, whether this is by protection against loss of income, saving for the future or protecting wealth once it has been accumulated. Professional financial planning is the process which can help you realise your ambitions – whatever they may be. As professional financial advisors we can help you make informed decisions about your financial future based on your risk preferences and investment styles. Careful planning will help to turn your plans into reality and the sooner you start your financial planning, the greater your chance of realising your goals.

PRODUCTS AND SERVICES OFFERED AT FRANK CARROLL FINANCIAL INCLUDE:

  • Life Insurance
  • Segregated Funds and Mutual Funds
  • Guaranteed Investment Certificates (GICs)
  • Retirement Planning

Norm Carroll, Neil Carroll, Marc Lapierre and Laurie Serran, Investment Representatives, are pleased to offer mutual funds through Quadrus Investment Services Ltd.

Estate Tax Reduction Strategies

Estate tax reduction strategies are a complement to retirement planning and should be started as early as possible in order to minimize the taxes on your estate, and allow you to take full advantage of early planning tax savings.

ESTATE PLANNING SERVICES AT FRANK CARROLL INCLUDE:

  • Life Insurance
  • Charitable Bequests
  • Estate Preservation
  • Estate land Tax Planning

Living Benefits (Continuing Income)
Knowing that your home and finances are secure and that your loved ones are taken care of is an important issue for most of our clients. Frank Carroll Financial can provide insurance that helps to protect you and your family in the event of a disability or critical illness.

OUR RANGE OF CONTINUING INCOME COVERAGES INCLUDE:

  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care Coverage

*Insurance products, including segregated fund policies are offered through Frank Carroll Financial Ltd., and Neil Carroll, Norman Carroll, Marc Lapierre and Laurie Serran offer mutual funds through Quadrus Investment Services Ltd.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. Used with permission. In Quebec, Quadrus Investment Services Ltd. is a firm in financial planning and a mutual fund dealer firm.