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Whether an individual or group plan, we at Life Cycle Financial Services Ltd., can tailor an insurance and investment plan to best suit your goals.
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We deal with several different companies and can shop the market for you! With today's technology, information is readily available when required for presenting to a client.
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Our Services
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Life insurance - This is a basic service of the financial industry. Reviewing each client’s individual situation to determine their needs is challenging and rewarding.
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Investments - an important step to planning for the future! We can put a program in place to get you started, whether it is Education Savings, Retirement Savings or just saving for any need in the future. Once the goal is established, your plan can be implemented. At Life Cycle Financial Services Ltd., we also handle pension rollovers and retirement income plans.
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Group Insurance - one of the base areas of our business. It is a very rewarding task to design a plan that meets the needs of the employees for any size group! We can also handle much of the administration and service from our office.
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Estate & Succession Planning - David enjoys the challenge of assisting farming and business families in determining how to pass on the family business. With many discussions and research, a plan is formulated to address the concerns of each family member.
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Health Insurance - If you work for yourself or don’t have access to a group insurance plan, you can purchase an individual program to protect yourself and your family. Life Cycle Financial Services Ltd. provides this service as well!
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Critical Illnesss - This benefit is becoming more essential as more people are being diagnosed with illnesses but also, thankfully, surviving. Critical Illness insurance provides a lump sum for the insured to pay bills and ease the stress an illness creates.
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Disability Insurance - No one wants to think about it, BUT what would happen if we got hurt and couldn’t work? Disability Insurance provides that income. Choose the terms and conditions to suit your situation.
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