Ostic Financial Group
Services
Look forward to a comfortable retirement.
Planning
Offering a comprehensive range of financial planning services for individuals, families, businesses and groups.
Investment
Increase your wealth by investing your money.
Guaranteed Investment Certificates (GIC)
Mutual Funds
Retirement
Maintain your accustomed standard of living after retirement. Retirement Income Planning, Pension Planning, Registered Retirement Savings Plans (RRSP), Locked-In Retirement Accounts (LIRA), Annuities, Registered Retirement Income Funds (RRIF), Locked-In RRIF (L-RIF)
Estate
Make sure your family and loved ones will be well looked after.
Estate Preservation and Succession Planning, Segregated Funds
Tax
Optimize your assets and save on taxes.
Tax Minimizing and Deferral Strategies, Tax System Education
Education
Save for higher education.
Post Secondary Education Funding Planning
Registered Education Savings Plans (RESP), ‘In-Trust For’ Accounts
Insurance
Protect your family, business or assets against risks.
Needs Analysis Planning, Life Insurance, Mortgage Insurance
Disability Income Insurance, Critical Illness Insurance
Long Term Care Insurance, Employee Group Benefits
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