Solutions for your future needs.

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(519) 397-5000

 

Products and Services

Financial products and services can address specific needs in your financial security plan and help you build a successful business. I have access to a broad range of insurance, investment, employee disability and group benefit products to help meet your individual and business needs and goals. You may have put all your focus and hard work into your business, so it makes sense to protect it properly against the risks that can bring financial hardship.

How to Protect Your Business

We offer unique planning solutions using:
  • Life insurance
  • Disability insurance
  • Critical illness insurance

How to Protect Your Employees

The people employed in your business or organization help you succeed regardless of whether you depend on three key employees, or a team of 100.

We can offer your firm a comprehensive group benefit plan that enables you to retain your important staff:

  • Benefits plans for small business
  • Health-care and dental-care benefits
  • Wellness and disability benefits
  • Life and accidental death and dismemberment benefits

 

 

Insurance products, including segregated fund policies, are offered through Utley Financial Group and Darrin Utley, Stephanie Sparks, Dianne Downie, Cody Wilkins and Kimberly Roe offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

For the Quadrus privacy policy, click here.

Make your investment decisions wisely. 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.

Affiliated with Canada Life Assurance Company.

Utley Financial Group is a proud member of:

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