Retirement Planning
We help individuals find the appropriate solutions to retirement, through detailed discussion of their goals and needs; both financial and personal.
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Education Planning
As education skyrockets, education planning has become an integral part of the financial planning process. Whether it is an education program for your children, other family members, or grandchildren, education savings are a must.
Estate Planning
Many Canadians think of Estate planning as only a will. There is much more to consider. Hartry Foley Financial has a successful history of helping individuals with their estate planning needs.
Business Continuation
What would happen to your business? What would happen to your life, as you know it? All business owners need to have a program in place that would continue payments to banks , suppliers and services to their customers.
Risk Management Planning
As we age, we face many obstacles. We need to protect our assets and our lifestyles from these obstacles. What happens to our families if we die, if we get disabled, if we get sick or if we live too long?
WE PARTNER WITH THE FOLLOWING COMPANIES TO PROVIDE INSURANCE PRODUCTS AND SERVICES.
