Clarke Financial Planning & Insurance Services
We’ll help you and your employees plan for the future with a full range of investment and insurance services
Group Benefits & Pension Plans
Empower Your Team with Tailored Benefits
Our Group Benefits & Pension Plans are designed to meet the diverse needs of businesses of all sizes. From small startups to large corporations, we create customized solutions that fit your requirements. Our services include:
– Tailored plans for businesses with one to five hundred employees.
– Stand-alone or association plans to suit your preferences.
– Free, no-obligation quotes to help you make informed decisions.
– Expertise in IPP, RPP, RRSP, and DPSP plans.
– Representation of all major insurers, ensuring you have access to the best options.
At Clarke Financial, we’re committed to supporting your team’s well-being and financial security.
Invest with Confidence and Security
Secure your retirement with our Segregated Funds. We offer:
– RRSP and RRIF options with capital guarantees up to 100%.
– Access to leading investment firms.
– RESP and In-Trust accounts for your family’s education goals.
– Creditor protection potential to safeguard your investments.
Clarke Financial empowers you to grow and protect your wealth while minimizing risk.
Preserve Your Legacy
Our Life Insurance offerings include:
– Term, Permanent, and Universal Life policies to meet your long-term goals.
– Funding options for Buy/Sell agreements to protect your business.
– Rate shopping to ensure you get the best value.
At Clarke Financial, we help you build a legacy that lasts.
Protecting Your Livelihood
We understand that life’s uncertainties can disrupt your income. Our Disability Insurance options include:
– Coverage for Blue Collar, Owner, and Professional individuals.
– Choice between guaranteed and non-guaranteed rates.
– Flexible start/stop dates to align with your needs.
– Business overhead expenses coverage to keep your operations running smoothly.
– Funding solutions for Buy/Sell agreements.
– Rate shopping to find the most cost-effective options.
With Clarke Financial, you’re prepared for any unexpected challenges.