Wealth Management, Mutual Funds, RRSP, TFSA,
Life Insurance, Segregated Funds

519 672 7878 | www.creightonassociates.ca | info@creightonassociates.ca

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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Creighton and Associates

What We Do

MUTUAL FUNDS

At Creighton & Associates we develop a plan specific to the needs of you and your family's financial future. Whether you are planning for retirement, a child's future education fund or simply just looking to save, we have a plan for you. Our goal is to focus on long term investment planning though RRSP'S, RESP'S, RRIF's and TFSA'S. We constantly review your portfolio to ensure your plan is being executed and your targeted goal is being reached!


LIFE INSURANCE

Life Insurance is part of a strong financial plan. Whether you are just starting a family, or planning for your retirement, we provide products to suit every need. Life Insurance may help your loved ones pay off your debts and deal with possible tax liability in the unfortunate situation that you become ill or pass away. Planning early not only protects your family financially, but it also helps get you started on a financial plan for the future.


SEGREGATED FUNDS

Segregated funds are similar to mutual funds in a few different ways. Like a mutual fund, a segregated fund pools money in similar product groups to minimize your overall risk, it is easy to access your money, and we manage your portfolio in the same professional manner as your other investments. The main difference of a segregated fund is that its considered an insurance product. Proceeds received by the insurance company are used to purchase underlying assets, and then shares of the segregated funds are sold to investors.A segregated fund policy guarantees that the value of your investments at maturity will not be less than a specified percentage of the amount you invest. Other Segregated fund guarantees may include death benefit, creditor protection and ability to lock in market gains of your investments. Contact us to learn more about these funds and how they may work for your family's needs!


ESTATE PLANNING

Planning for the unfortunate scenario of you or a loved one passing away is difficult. With proper planning we help make sure when the unfortunate situation of a death occurs, your family can spend time with friends and family in remembrance of the past individual. Estate planning organizes the transfer of someone's assets (e.g. property, money), as well as a variety of other personal matters. Wills, estates, trusts and power of attorney.We understand that this is a time for grievance and ensure our compassion for your family's loss will be handled with great respect.


FULL LIST OF SERVICES

Listed below is a list of some of services and products Creighton & Associates provides:

  • Retirement Planning Wealth Accumulation
  • Estate Planning
  • Risk Management Plans
  • Employee Benefit Plans
  • Group Pension RRSPs & Insurance
  • Mortgage Insurance
  • Critical Illness Insurance
  • Business Continuation Plans
  • Charitable Giving Planning
  • Education Savings Plans
  • Mutual Funds
  • Disability Insurance
  • Segregated Funds
  • Life Insurance
  • Business & Key Person Insurance
  • Annuities
  • TFSA
  • RRSP
  • LIF
  • RRIF
  • GIC