Security Financial Services & Investment Corp. specializes in providing leading edge tax, estate and retirement planning along with exceptional investment expertise with product solutions to individuals and corporations who are looking for alternative strategies and fresh new ideas to achieve their goals.
Our comprehensive and personalized financial planning approach is built on long-term relationships with our valued clients. Our knowledgeable financial advisors are dedicated to helping their clients prepare for their future.
We are here to help build your wealth..
As a firm, we combine our own skills and knowledge with the experience of the best professionals in the industry such as: estate lawyers, tax accountants and product specialists. We also provide an extensive array of products to fit every possible need a client may require to compliment their financial plan. These combined resources allow us to provide the highest level of expertise to our clients.
Our financial services consist of the following:
Term, whole-life, universal life, disability, critical illness, long-term health insurance. Insurance sales are not conducted through Security Financial Services & Investment Corp. nor are they the business of Security Financial Services & Investment Corp. Insurance sales are conducted through Qualified Financial Services (QFS), a Managing General Agency. Find out more contact us today.
Business succession planning, buy/sell agreements for life and disability buyouts, registered pension plans, individual pension plans, retirement compensation agreements, group RRSPs and group benefits (medical, dental, vision). Group benefits are not conducted through Security Financial Services & Investment Corp. nor are they the business of Security Financial Services & Investment Corp. Insurance sales are conducted through the insurance carrier directly. Speak with the experts contact us today
Registered education plans, informal trusts. A Registered Education Savings Plan (RESP) is a special savings account that can help you, your family, or your friends save early for your child’s education after high school. For more information contact us today
Whether you need planning services on a mortgage, loan, or line of credit, Security Financial Services & Investment Corp. can help. As part of the overall financial planning process we can review the client’s liabilities and provide solutions whether it involves strategies to save on interest costs, reduce their balance owing sooner, or even provide a debt consolidation solution. Financing products are not conducted through Security Financial Services & Investment Corp. nor are they the business of Security Financial Services & Investment Corp. Contact us today.