Composite Finance Inc.
Certified Financial Planners
Certified Investment Manager
Independent Insurance Broker
GIC Deposit Broker
For an appointment:
or Toll Free: 1 888 361-8631
Free parking, Convenient & Accessible
Income, Investment, Insurance, Tax & Estate Planning
Have you considered all of your options? Would you like a Second Opinion?
Suitability & due diligence assistance with Pension Plans,
Investments & Insurance decisions.
Advanced Tax & Estate Planning Strategies
Income Solutions & Insurance:
Laddered GIC's, Inflation-Indexed Annuities, Fixed, Variable, Insured, Corporate & Prescribed Annuities. RCA's and Individual Pension Plans,
GMWB Plans & Guaranteed Income Withdrawl Plans,
Term, Disability & CI Living Benefits
Your local Source for Best GIC Rates rates on GIC’s and savings accounts. For you that means getting the very best rates has never been so easy.
Using our six step planning process we can create a personal and Comprehensive Financial Plan that will bring definition, direction and context to all of your financial decisions. If you don't want or require a full financial plan our Second Opinion, Financial Overview and Modular service are also available.
Scalable financial advice is a natural fit for individuals, business owners, "Do it Yourself" investors and those with Self Directed RRSP’s, Defined Benefit and/or Defined Contribution Pension Plans. If you simply want a one-time or periodic consultation, we will be happy to meet with you. Many people looking after their own financial affairs have questions from time to time and others just want a second opinion on their progress. What ever your situation we have a very low tension process for determining how we can provide a plan that fits your specific needs and wants.
Our client friendly process ensures that the benefits you receive are easily quantified. Our fixed price Engagement Agreement quotation identifies our commitments and assures the privacy of your personal information.
2 nd Floor, 20 Townsite Road, Nanaimo, B.C., Canada, V9S 5T7
Call: 1 250 716-5750
Toll Free Phone: 1 888 361-8631
Toll Free Fax: 1 866 598-7496
101 - 3960 Quadra Street, Victoria, B.C., Canada, V8X 4A3
Toll Free Phone: 1 888 361-8631
1220 - 800 W. Pender St., Vancouver, BC, Canada, V6C 2V6
Toll Free Phone: 1 888 361-8631
Email: CompositeFinance@telus.net
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