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“Meet Margaret”
- Three generations of clients -

Financial Planning

Our Solutions Providers in financial planning help individuals realize life-long investment goals whether they are looking to fund a child’s education, become mortgage free or achieve a more comfortable retirement. We will design a customized financial program which includes key investment strategies unique to your requirements.

Eclipse Financial tailors financial planning to meet your needs

We offer a vast array of financial products and investments proven to help you achieve your long-term financial goals. Our Solutions Providers in financial planning carefully analyze needs and tolerance for investment risk. By taking into account your circumstances and financial responsibilities change over time, your plan will help prepare for any adjustments you may have to make. Contact us today for additional information or to meet with one of our trusted solution providers.

 

Registered Education Savings Plan (RESP)

 

As a parent, you only want what’s best for you child. Having the available funds for a post-secondary education is no exception. Solution Providers take the time to analyze your financial situation in order to provide you with the proper RESP plan to ensure your contributions will grow quickly.

 

Registered Retirement Savings Plan (RRSP)

 

This tax-deffered product is specifically designed to hold your retirement savings until needed. An Eclipse Financial Solutions Provider can not only ensure you have the proper amount set for your retirement but also provide you with the tools to get there.

 

Tax Free Savings Account (TFSA)

 

Tax free savings accounts are a great way to save money, tax free. If you are 18 years of age or older, you can deposit up to $5,000 into your TFSA each calendar year to grow tax free. You may also deposit any unused contribution from the previous year plus any amount you may have withdrawn year before. Having a tax free savings account does not impact federal benefits and credits.

 

GIC (Guaranteed Investment Certificate)

 

For those looking for a secure investment, a GIC offers a guaranteed rate of return over a fixed period of time, while earning interest. Maturity periods can range from 30 days to 10 years. Speak with one of our qualified Solution Providers to determine what is best for you.