Composite Finance Inc.

GIC's and Financial Planning in Nanaimo - Victoria - Vancouver Graham Cook CFP, CIM, FMA

Composite Finance Inc.

 

Certified Financial Planners

Certified Investment Manager

Independent Insurance Broker

GIC Deposit Broker

  

For an appointment:

 In Nanaimo call: 1 250 716-5750

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

GICdirect.com

 We shop over 40 CDIC and CUDIC member institutions daily for

 rates on GIC’s and savings accounts. For you that means getting the very best rates has never been so easy.

Financial • Income • Investment • Insurance • Tax & Estate Planning

 

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.

Continued ...

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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