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DD
Humes Financial Services Inc.:
· Mutual Funds provided through FundEX investments
Inc. (www.fundex.com)
· Lifestyle Planning
David D. Humes Insurance Agency Ltd.:
· Financial Planning (IQPF or CFP licenced planners
available)
· Tax Planning
· Estate Planning
· Segregated funds
· GICs
· Insurance
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For Employers:
· Group Benefits (Life, Health, Disability, Pension,
RRSP, Profit Sharing)
· Association/Professional/Franchise Group Programs
· Travel Accident & Assistance Insurance
· Executive Compensation Planning
· Risk Management Services
· Buy/Sell Agreements and Insurance
For Individuals:
· Corporate Life Insurance - Key-Man, Partnership,
Collateral
· Personal Life Insurance - Term, Permanent,
Estate, Universal
· Disability, Health, Dental, Travel Plans
· Annuities to fund Charitable Contributions
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To complement our own expertise, we have
developed a well-placed network of Strategic
Alliances with tax accountants, estate lawyers, notaries,
general insurers, and other professional advisors. We have
also included some of our lifestyle alliances who will help
improve other elements of your everyday life.
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