comfortable
retirement
__________
A diversified strategy can
take you from pension
to paradise.
Investments
what’s the
next step?
Before you even think about giving up your full-time job, you need to figure out where your retirement income will come from.
If you don’t have enough money to retire, then you’ll need to make some tough choices. You can cut back your planned retirement spending, or invest in Segregated Funds.
Segregated Funds may be the best retirement product that few people know of. They can provide a guaranteed income for life as well as protection from Probate and Legal Fees and can possibly shield investment assets from Creditors.
Other investment services offered:
-Segregated Funds
-GICs
-Annuities
-RRSP
-RRIF
-LIRA
-LIF
-Pension Plans
-Tax Free Savings
-Education Savings
heightened
confidence
__________
Good travel insurance
is on top of everything.
Insurance
leaving
the country?
We have all heard the horror stories of travellers who injured themselves or became ill while outside of Canada and received medical bills in the tens or hundreds of thousands of dollars.
The reality is that spending even a few days in a foreign hospital can leave a person with bills that could lead to financial ruin.
Travel insurance, either short term or for extended periods is one of the least expensive ways to protect yourself and can cost as little as a few dollars a day for emergency medical protection for the duration of your travel outside of Canada.
Other insurance services offered:
-Term
-Universal Life
-Whole Life
-Critical Illness
-Disability
-Long Term Care
-AD&D
-Travel Insurance
financial
security
__________
Integrate your banking
into a broader financial
plan.
Banking
want to
save more?
Just because you’re retired doesn’t mean your money should be. Your banking products should ensure your money is growing and available when you need it.
Because you never know what tomorrow will bring, they should also prepare you for any challenges and opportunities that come your way.
No matter how well you’ve prepared for retirement, you may be faced with an unexpected financial need, such as a new roof for your house or an unexpected opportunity, such as a vacation with friends. The right banking products can help ensure you’re prepared.
Other banking services offered:
-GICs
-Lines of Credit
-Mortgage Referrals
-Tax Free Savings
-Savings Accounts
-Investment Loans
Ken Jones B. Comm.
With over 28 years of dedicated service to his clients, Ken is one of the most experienced financial advisors and insurance agents in North Eastern Ontario.
With specialties including personal life insurance, business partnership insurance, investments, pension planning and travel insurance. Ken offers personalized service that puts clients at ease with his professionalism, integrity and a commitment to ensuring that their individual requirements always come first.
As an independent agent representing a wide range of Canada’s leading insurance and financial institutions, Ken provides safe and trusted solutions for each of his client’s unique financial needs.
contact
information
Ken Jones, B. Comm.
102-174 Douglas St.
Sudbury, ON
P3E 1G1
Bus: 705.222.6492
Res: 705.522.6771
Fax: 705.222.6493
1.800.437.9035
kjones(at)vianet.ca
