Financial Plans

Financial planning is a pragmatic blend of people and technology. During an interview, your short and long term goals are determined, as well as your feelings, preferences and attitudes about achieving those goals. The next step to achieving a personalized financial plan is utilizing a computer to objectively analyse your financial situation and capabilities. The end result is a kind of "blueprint" towards achieving these goals. To ensure the continuing achievement of your goals, the plan is monitored regularly to allow for changes such as personal financial status. 

Investments

Investments are perceived by some as income maximization, and by others as retirement planning. Regardless of the interpretation, there are a variety of avenues available, and Steenbergen Financial can explain the benefits of each to help you decide which form of investment is best suited to your objectives.

  • Registered Retirement Savings Plans (RRSP's)
  • Registered Retirement Income Funds (RRIF's)
  • Guaranteed Investment Certificates (GIC's)
  • Annuities 
  • Segregated Funds 

Business Insurance

Health and Sickness Insurance

Perhaps you thought your company too small to warrant a plan? Not true. Steenbergen Financial offers health care plans for companies with as little as two employees, as well as to larger companies. With various Insurance plans to choose from, Steenbergen Financial can set up the plan most suited to your needs.

  • Weekly income benefits
  • Dependent Life Insurance
  • Long term disability
  • Dental Insurance
  • Extended health care (major medical) 

Group Retirement & Pension Plans

We will find the plan that best meets the needs of your employees as well as ensuring that it also remains in line with your corporate objectives. 
Corporate Insurance 

  • Buy/sell agreements between Partners and Shareholders 
  • Key person and Creditor Insurance
  • Selective Executive Compensation Plans
  • Business Continuation Plans
  • Insured Retirement Plans