Wascana Financial Group offers a variety of specialized products and services to meet Individual, Business, and Employee Benefit needs.
Individual Financial Planning:
At Wascana Financial Group, we take the time to build a relationship with each client. We understand that financial planning is much more than just a projection on finances. It is important to truly get to know our clients and the future they see for themselves so we can create every plan individually for each client. Whether we are talking about your retirement, your children’s education or your insurance, each plan is tailored to fit with your needs.
- Investment Plans
- Registered Retirement Savings Plans
- Retirement Needs Analysis
- Life Insurance
- Annuities and RRIFs
- Critical Illness insurance
- Disability insurance
Business Continuation Planning:
At Wascana Financial Group, we take the time to build a relationship with each client. Business owners have spent their lifetime building their business and the most important aspect in Business Planning is trust. Trust needs to be built over time and we understand that. Each business is unique and the needs and aspirations of each business owner are unique. Our job is to help each business owner to identify the most important aspects of their business to pass on and protect while ensuring we achieve the desired results in the most efficient way possible:
- Business Loan Protection
- Key Person Insurance
- Buy-Sell Agreement Funding
- Business Succession Planning
In today’s demanding job market having a great employee benefit plan can set you apart from you competition in hiring the best employees available. At Wascana Financial Group, we help guide you through the process of designing and implementing an employee benefit plan that is tailored to the needs of your business and your employees.
- Group Insurance, Medical and Dental Insurance
- Group Retirement Plans
- Deferred Profit Sharing Plans
- Registered Pension Plans
“Planning today means a clear vision for tomorrow…”