At Benson Kearley IFG our professional financial planners are lauded for being the best in the business, and they’ve got the awards to prove it! We offer in-depth analyses of your wealth management, retirement planning, stock trades or mutual funds.
Yearly reviews of your financial affairs are like annual health check-ups. It’s good to know what’s going on. We want you to have a stable financial future, and we will never make your plan more complicated than it needs to be.
The award-winning financial planners at Benson Kearley IFG offer the following solutions:
Banking Services
Achieving Financial Success requires not only effective planning, but having the services needed to support your goals. The banking services we offer will help you with savings accounts, investment banking, and mortgages. We provide online access to your investments 24 hours a day, along with the ability to transfer funds.
High Interest Accounts & Intrust Accounts
As a full service brokerage partnered with Mandeville Private Client Inc. we are able to offer our clients a wide range of high interest savings accounts and the option of In-trust accounts. We are able to bring CDIC insured investment vehicles which include: investment savings accounts (Canadian and U.S. Dollar), G.I.C.’s and an array of other products to meet your investment goals.
Mortgages
Having the right mortgage for your home will give you piece of mind knowing what your payments will be and a plan to pay down your mortgage as soon as possible. Be it a a fixed rate mortgage, a variable rate mortgage or a hybrid, let us help you find the right mortgage and rate to suit your individual needs.
Life Insurance & Estate Planning
Our job demands that we confront the inevitable calmly and comprehensively. Knowing that your loved ones are looked after only enhances your days and nights.
Life insurance is an integral part of a well-thought-out estate plan. The proceeds of your life insurance policy do more than pay out a lump sum to your beneficiaries. Life insurance benefits help with funeral costs and estate taxes, and can even fund buy-outs for closely held business owners.