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 Our Process


We believe that we are given the privilege of a trust-based relationship that carries a duty of understanding, education and service to clients. We use our knowledge gained from formal accreditation and extensive industry experience, as well as assessment tools and tax reduction strategies, to work with you in identifying your financial needs and goals.  We will access other legal and tax professionals in order to implement and manage your plan. 


 

Helpful Links

   Canada Pension Plan (CPP)
   Old Age Security (OAS)
   Canada Revenue Agency
   RRSP Calculator
   RESP Calculator
   Reg vs Non Reg
   Cash Flow Illustrator
   Net worth Illustrator
   Service Ontario

 


Values

  • Integrity
  • Quality & service
  • Loyalty
  • Putting clients first
  • Professionalism
  • Balance

 

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Planning

    • —Develop a detailed financial plan to reach your personal financial goals
    • Tax reduction plan
    • —Estate equalization
    • —Philanthropic strategies
    • —Score card assessment
    • Independence day program

 

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Risk Management

    • Using financial tools and tactics to help look after a specific need or make
      the financial plan become a reality
    • Risk management solutions:
      • Individual Life Insurance (Participating, Term, Universal Life)
      • Individual Disability Insurance
      • Individual Critical Illness Insurance
      • Individual Health & Dental Insurance
      • Individual Long Term Care Insurance

 


Wealth Management

    • Using financial tools and tactics to help look after a specific need or make
      the financial plan become a reality
    • Wealth management solutions:
      • Segregated fund policies, registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs)
      • Mutual funds - Registered education savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs)
      • Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
      • Group insurance & retirement plans
      • Mortgages

 

* Brick Financial Group Inc offers London Life's own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, we can offer a broad range of financial products from other financial institutions.  Through mutual fund dealer Quadrus Investment Services Ltd., Brick Financial Group Inc can offer you powerful investment choices through the exclusive Quadrus Group of Funds.

 

 
Our Investment Philosophy

Understanding & managing risk is essential to investment success.

    • —Know your tolerance for risk.
    • —Understand financial goals; purpose & timelines.
    • —Select investments according to your risk profile.


Market timing doesn’t work.

    • —Stick with the investment mix that fits your risk and return profile.
    • Remain fully invested.


We help you choose the right assets mix to meet your needs.

    • —We have access to many growth and value money managers we help simplify the choice.
 

We do a contract assessment that will drive the right benefits for clients.

 


We focus on long term growth and capital preservation.

 

We are committed to keeping clients informed of their progress towards their goals.

    • —Service Reviews as agreed on
    • —Service promise