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Caton Glen Certified Financial Planner Professional

Aug 5th, 2022 at 13:45   Insurance   221-3722 57 Ave, Red Deer, AB T4N 4R7   7 views Reference: 304095
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General Information

Glen Caton is a Certified Financial Planner and a personal insurance broker. A Red Deer Alberta native, he currently serves over 200 families and also many businesses. Glen is accepting new clients. Call for more information.Mutual Funds Offered Through IPC Investment Corporation. Insurance Products Available Through IPC Estate Services.

Products and Services

  • RRSP,
  • RRIF,
  • Pension Transfers,
  • Mutual Funds,
  • RRSP Loans,
  • Retirement Planning,
    • Wealth Accumulation,
    • TFSA,
    • Segregated Funds,
    • Mortgage Insurance,
    • Long Term Care Insurance,
    • Funeral Insurance,
    • Financial Planning,
    • Disability Insurance,
    • Health Spending Accounts,
    • Income Replacement,
    • Life Insurance,
    • Life Annuities,
    • Income Tax Avoidance,
    • Critical Illness Insurance,

Brands Carried

  • Mackenzie,
  • Manulife,
  • Invesco,
  • Olympia Benefits Inc.,
  • Transamerica,
  • Western Life,
    • TD Mutual Funds,
    • RBC Insurance,
    • IA Pacific,
    • Canada Life,
    • Bullion Management Group,
    • BMO Insurance,
    • Assumption Life,
    • Counsel Porfolio Services,
    • Dynamic,
    • Franklin Templeton,
    • Great-West Life,
    • Fidelity,
    • Equitable Life,
    • Empire Life,
    • AGF,
    • Ivari,
    • RBC Mutual Funds,

Specialties

  • Disability Insurance,
  • Employee Benefits,
  • Estate Planning,
  • Buy-Sell Agreement Funding,
  • Life Insurance,
  • Retirement Planning,
    • Savings Plans,
    • Small Business Owners,
    • Wealth Accumulation,
    • Risk Management,

Languages Spoken

  • English,

Getting There

  • On The Second Floor Of The West Park Shopping Centre,
  • We Are Located In Office 221,

Opening Information

Monday 9:00 am - 5:00 pm
Tuesday 9:00 am - 5:00 pm
Wednesday 9:00 am - 5:00 pm
Thursday 9:00 am - 5:00 pm
Friday 9:00 am - 5:00 pm
By Appointment

Website: http://www.lifeplanfinancial.ca/


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