Do you worry if you are doing the right thing? In these difficult times we live in it is hard to know what to do. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their plan will be tailored to their needs, risk tolerance and the goals they want to achieve.
To effectively achieve their goals, clients require a plan that utilizes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur.
To effectively achieve their goals, clients require a plan that utilizes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur.
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services LTD. Used with permission. The use of email is not a secure medium and personal information should be transmitted by more secure means.
Insurance products, including segregated fund policies, are offered through Lundrigan Financial and Craig Lundrigan offers mutual funds and GICs through Quadrus Investment Services Ltd, and Segregated Funds/GIC through PPI Investments.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate.
The information on this website is intended for residents of NL