At CDS Financial we work one-on-one with our clients to sort through what their individual or group needs are; then we do the leg work to get the quotes and services you require. Our list of services includes:
We will be more than happy to work with you to find the best solution for you, your family or your employees; so that you can have peace of mind at the end of the day.
Affiliated Companies that we deal with on a daily basis to find the perfect fit for all your insurance and investment needs
Investment & Financial Planning
Investment & financial planning go hand in hand when planning a successful financial outlook.
Our financial planning services takes an all encompassing look at your entire financial, investment, insurance and tax planning needs. We look at your liquid and non-liquid assets and devise the best plan to protect, grow and maximize all of the various areas of your financial life.
When making the final arrangements for your estate we will look at all of your assets, insurance, pensions, etc. and come up with the best possible plan that will bring maximum gain to your beneficiaries. We look at all of the ins and outs of any possible tax implications, as well as make potential planned giving suggestions so that your legacy lives on after a lifetime of hard work.
Insurance – Life, Critical & Disability
Protect yourself and those closest to you in the case of any unexpected “what ifs” by purchasing an insurance policy. We will work closely with you to determine what type of policy is the best fit for your needs; whether it be life, critical illness or disability insurance . We work with some of the most top rated insurance companies in the country, to help insure that you are covered if the need ever arises.
We work with companies throughout Atlantic Canada to create comprehensive employee benefit programs to fit various needs. Whether you require health insurance, pension plans, etc. we can create a plan that fits with any sized business you may have. We work with some of the most well known insurance companies in the country so that we can provide our clients with the best and most extensive plans around.
Individual & Group Health Plans
CDS Financial will work with you individually or as a business to aid you in creating the ideal health plan for your situation. We can offer drug, dental, various practitioner coverage, etc. We review your budget and can advise you on the best fit for yourself or your employees. By creating a comprehensive health plan you will relieve the stress that can occur in those unexpected situations.
Corporate Tax Planning
We strive to provide our corporate clients the best possible advise when it comes to tax planning. We work closely with our clients to look at how their business is structured and then can help minimize any tax liabilities that may arise. We do the research for you when it comes to the latest tax credits available as well as provide short and long range tax planning.