Personal Financial Services

Get your money working for you. Algoma financial group can guide you to a happier, wealthier life. Whether it’s your savings, investments, life insurance, or even debt and tax management, we can help you to achieve those financial goals in your life.

Life and Health insurance

If you have people who depend on you, life Insurance will assure you that they are protected from financial burdens at a difficult time; providing them with security in the event of your death.

Benefits of Life Insurance:

  • Help pay final expenses – funeral costs and taxes
  • Pay off debt – mortgage loan and other personal and business debt
  • Create a family emergency fund or fund for family member with special needs
  • In some cases, life insurance can be used for estate management and investments
  • Almost always, death benefits are non- taxable for the name beneficiary

Your Algoma Financial Group advisor can guide you to the life insurance that will provide the security you and your family can live with.

Investment and Wealth Management

Your long term goals are attainable; whether it’s to save for retirement or for post-secondary education, purchase a cottage, or leave monies to loved ones. Your Algoma Financial Group Advisor can guide you to investment solutions that mitigate risk and maximize rewards.

Your Algoma Financial Group advisor has access to a full range of innovative and proven products from a number of strong, reliable and proven sources.
Achieve your financial goals at every stage of your life.


Debt & Tax Management

Take back control of your debt – whether it’s a mortgage or other loans, credit cards or mounting bills. Having the right information can help you find the solutions to get you back in control of your financial plan including reducing your debt.

Your Algoma Financial Group advisor can guide you to the tools and products to help you reduce your debt and save for your short and long term goals – there is a way to manage personal debt with less stress.


Savings

Saving your money should be simple! Your Algoma Financial Group advisor has access to a number of strong, dependable, and trusted products and services offering higher interest rates than many institutions such as:

  • GICs
  • Manulife Advantage Account*
  • Tax-Free Savings Accounts
  • Investment Savings Accounts

*Offered through Manulife Bank of Canada

Simplifying your finances and reduce the amount of interest you pay, increase your savings with the amount of interest you earn and manage your money so that it works for you.

Powered by Google Talk Widget