Products & Services

Corporate

  • Wealth management
  • Estate/Wealth transfer
  • Partnership coverage
  • Key person insurance
  • Group insurance
  • Group pension
  • Individual pension plan (IPP)
  • Deferred profit sharing plan (DPSP)
  • Charitable giving strategies
  • Tax-free exit strategies
  • Wage loss replacement plan (WLRP)

Insurance

  • Life insurance
  • Critical illness insurance
  • Disability insurance
  • Funding estate taxes at death
  • Income replacement for your family
  • Income replacement for you
  • Long-term care coverage
  • Mortgage protection insurance

Investments

  • Registered retirement savings plan (RRSP)
  • Tax free savings account (TFSA)
  • Registered retirement income fund (RRIF)
  • Lifetime annuities
  • Guaranteed investment certificates (GIC)
  • Investment funds
  • Registered disability savings plan (RDSP)
  • Registered education savings plan (RESP)
  • Segregated funds

Given the complexity and diversity of financial products, Summexx Financial Group Inc. offers you a free policy/investment analysis.

Take advantage of our expertise by allowing us to do a complete analysis of your insurance contracts and investment portfolios.

See by yourself why a second opinion can make a world of difference!