Individual retirement planning includes Investment Plans, Registered Retirement Savings Plans, Retirement Needs Analysis, Life Insurance, Annuities and RRIFs. Business continuation planning includes Business Loan Protection, Key Person Insurance, Buy-Sell Agreement Funding, and Business Succession Planning.
Employee benefits include Group Insurance, Medical and Dental Insurance, Group Retirement Plans, Deferred Profit Sharing Plans, and Registered Pension Plans. The Wealth Optimization Program The Wealth Optimization Program is a revolutionary process that brings clarity and focus to the financial planning process.
Employee benefits include Group Insurance, Medical and Dental Insurance, Group Retirement Plans, Deferred Profit Sharing Plans, and Registered Pension Plans. The Wealth Optimization Program The Wealth Optimization Program is a revolutionary process that brings clarity and focus to the financial planning process.
Services
Specialized Products
Report
Wascana Financial Group offers a variety of specialized products and services to meet Individual, Business, and Employee Benefit needs. 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.
Wealth Optimization
Report
The Wealth Optimization Program is a revolutionary process that brings clarity and focus to the financial planning process. The Program encompasses a four step process that gives you the confidence that all of your goals will be achieved. Identification of the client's specific financial and life goals to guide future planning and decision-making.
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