Targeting Financial Success
Our goal is to help you build, protect and manage your financial well-being. We're here to help you tailor an investment solution based on your unique needs.
Carruthers Financial is a full service, relationship driven financial planning firm, giving you the benefit of ‘one-stop-shopping’ for all your insurance and financial services needs.
For Individuals & Families
- Financial and Estate Planning
- Portfolio Analysis
- Canadian Dollar Investment Savings Account*
- US Dollar Investment Savings Account*
- Mutual Funds
- Guaranteed Investment Confirmations (GICs)*
- Universal Life
- Term Life Insurance
- Critical Illness Insurance
- Long-term Care Insurance
- Mortgage Insurance
- RRSPs
- RESPs
- RRIFs
For Businesses
- Executive Compensation
- Health Spending Accounts
- Employee Group Health Benefits
- Key Person Insurance
- Buy-Sell Insurance
- Disability Insurance
- Pension/DPSP/RRSP Solutions
- Business Investment Savings Account - Canadian Dollar*
- Business Investment Savings Account - U.S. Dollar*
- Employee Pension Plans
- Individual Pension Plans
- Guaranteed Investment Confirmations (GICs)
For more details, browse through our site, or contact us today.
Mutual funds distributed by FundEX Investments Inc., a mutual fund dealer
* Deposit products offered by ING Bank of Canada