We can design your employee retirement plan to incorporate the following:
When your employees retire or are approaching retirement, they will need help through this period of change. Professionals are available to educate your employees about all available retirement income vehicles. We offer the expertise and services to ease the transition to retirement for your retirees:
Whether you are making investment contributions to save for future expenses or retirement, the Group Investment Program allows you to take control of your personal portfolio and achieve your financial goals with peace of mind.
This information is intended to general educative reference only. This group material is not a specific piece of advice for any one situation as every solution is different.
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.
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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: