Business Details
26 Years
experience
Trusted Financial Advisers in Pointe-Claire
Feig Financial was founded in 2000 by Judith Feig, a financial advisor with over two decades of experience in strategic wealth management. Our firm specializes in creating personalized, tax-efficient strategies to help clients grow, maximize, and preserve wealth while achieving long-term financial security. We prioritize understanding each client's unique needs to design innovative solutions that align with their goals. Judith Feig's expertise in life insurance-based strategies and her status as a Million Dollar Round Table member underscore our commitment to excellence.We serve a diverse clientele across Quebec, offering tailored financial planning, retirement strategies, and charitable gifting solutions. Our mission remains rooted in empowering individuals to take control of their financial futures through education and customized guidance.
Services
Wealth Management
Insurance Planning
Retirement Strategies
Investment Solutions
Charitable Gifting
Details
- Year established: 2000
Highlights and features
- 30 years of community involvement in financial education
- Expert in personalized financial strategies since 2000
- Certified Bank on Yourself advisor with proven methodology
- Diverse portfolio of clientele and product options
- Lifetime member of Million Dollar Round Table
Associations and certifications
- Million Dollar Round Table
What people say
Changed their lives
Feel more secure
Cash values continue to grow
No fear of outliving money
Expert in personalized strategies
Services
Wealth Management
We develop customized strategies to grow and preserve client assets through tax-efficient methods. Our approach combines life insurance products, investment vehicles, and innovative tools like Bank on Yourself. With over 20 years of experience, we help clients build predictable income streams while maintaining control over their financial resources.
Insurance Planning
We offer comprehensive insurance solutions including whole life, term life, and disability coverage. Our focus is on creating policies that provide both protection and cash value accumulation. Judith Feig's expertise in participating life insurance helps clients build guaranteed growth while maintaining flexibility for future needs.
Retirement Strategies
Our retirement planning services focus on creating sustainable income streams that last throughout retirement. We utilize tax-advantaged strategies and insurance-based solutions to protect against market volatility. Clients receive personalized roadmaps to achieve financial independence without fear of outliving their savings.
Charitable Gifting
We specialize in life insurance-based charitable giving strategies that benefit both donors and organizations. Our program allows clients to make tax-deductible donations while maintaining control over their assets. This approach helps charities receive growing contributions while providing donors with financial advantages.
Bank on Yourself
As Canada's #1 Bank on Yourself advisor, we help clients become their own source of financing. This strategy uses specially designed whole life insurance policies to build guaranteed cash values that can be accessed tax-free. Clients gain financial independence from traditional banking institutions while building long-term wealth.
People
Judith Feig
Founder
Judith Feig has been a financial advisor since 2000 and a Million Dollar Round Table member. She specializes in life insurance-based wealth strategies and has helped over 600 clients achieve financial security. Judith focuses on educating clients about tax-efficient solutions and has received industry recognition for her innovative approach.
Questions
What financial services do you specialize in?
We specialize in wealth management, life insurance planning, retirement strategies, and charitable gifting solutions using innovative tools like Bank on Yourself.
How do you differ from traditional financial advisors?
Our approach focuses on life insurance-based strategies that provide guaranteed growth and tax advantages, unlike traditional investment-only models that rely on market performance.
Can you help with tax-efficient retirement planning?
Yes, we create customized retirement plans using tax-advantaged strategies that provide guaranteed income streams while protecting against market volatility.
How does the charitable gifting program work?
Our program uses life insurance policies to create growing donations for charities while providing tax deductions and financial benefits to donors.
Are you available for in-person consultations?
We offer in-person meetings at our Pointe-Claire office, as well as virtual consultations for clients across Quebec.
Videos
Reviews (1)
Itsik Romano
Oct 07, 2014
Report
Feig Financial provided us a superb services which enable us to make the right decision with regards to our personal and corporate financing. Highly appreciated the great work by Judith Feig and her staff. Thank you