OUR TRUSTED FINANCIAL PARTNERS
Blue Harbour Financial has an extensive & trustworthy network of partners, including most major life insurance and mutual fund companies in Canada, in order to meet our clients’ insurance and investment needs.
TAKE ADVANTAGE OF OUR COMPREHENSIVE RANGE OF FINANCIAL SERVICES
Retirement Savings (RRSP) Capitalize on tax-deductible contributions and tax deferred growth through this powerful savings vehicle. Retirement Income (RIF) Maximize retirement income with an extensive line of solutions. Tax Free Savings (TFSA) grow your savings without any tax consequences with this unique savings vehicle. Education Savings (RESP) Capitalize on government matched contributions and tax deferred growth through this powerful savings vehicle.
A wide range of travel insurance solutions provided by Allianz Global, Tugo and GMS such as medical, baggage, trip interruption, trip cancellation and AD&D ensuring you are protected on your next vacation or business trip. Can be purchased on a per trip or annual basis.
Life insurance helps ensure that your loved ones are financially protected in the case of an untimely death.
Critical illness insurance helps subsidize costs associated with surviving a life-altering illness or surgical procedure in the form of a lump sum, tax-free payment.
Long term care insurance pays a monthly amount that helps cover the cost of dependency due to diminished physical or mental abilities. Disability insurance helps protect your income if you are disabled or involuntarily lose your job.
Business & Corporate
Group insurance helps attract and retain quality employees by offering comprehensive plans that include medical, dental, vision care, prescription drugs, life, disability, and critical illness insurance to name a few. Protecting business owners and shareholders with plans that provide key person insurance, buy sell agreements and back to back protection.
Income tax services for individual and small businesses. We can provide you with information that may save you money on your taxes and we will help meet your long term financial goals.
Special Needs Planning
As parents and family members of people with disabilities, one of our biggest concerns is what will become of them after we are gone or are no longer able to provide care and support. Will their quality of life continue or will it suffer? How can we provide the money for the things that they want and need without disqualifying them from receiving government supports? All too often, we ask the questions but no one can provide the answers. At Blue Harbour Financial we can help! a
Business Protection Plan
As a business owner, we know that any unexpected life crisis can pull you away from your company, but it must be ‘business as usual’ and overhead expenses continue.
Our business protection plan can give you peace of mind for your future