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    67
    gerald
    김 종 근 CFP, BA Hons.(Econ.)
    gerald

    여러분을 위한 해결사코너
    종신 생명/중병/간병 보험 특별 PROMOTION (IPC 투자 금융)
    gerald
    Canada
    Toronto
    ,
    ON
    55
    2018-11-08
    종신 생명/중병/간병 보험 특별 PROMOTION (IPC 투자 금융)

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    신규 투자 문의는 김종근보험 문의는 신호식에게 해주세요.

     

     

     

     

        CFP, BA Hons.(Econ.)  |  Senior Financial Advisor

        CFP  |  Assistant Financial Advisor

        BA  |  Admin Assistant

     

    IPC Investment Corp.

    300 John St. Suite 603

    Thornhill, ON L3T 5W4

    Tel | (905) 762-0879 | (905) 762-1144

    Fax | (905) 762-0372

     

    www.ipcc.ca

     

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    We provide sincere, disciplined and exceptional financial management service to our clients. Our team brings together experts in many different disciplines and specialties to provide all over expertise in solving financial problems and identifying opportunities. Investment Planning Counsel is one of Canada’s largest independent wealth management companies owned by advisors, management and IGM Financial - a publicly traded company on the TSX and a member of the Power Financial group of companies; one of Canada’s largest financial organizations.

    www.ipcc.ca

     

    How is our team unique?

    - Personal Service – Custom made Advice

    - Objective and Unbiased Advice

    - Constant Research in all areas

    - Disciplined Approach to money management

    - Accountability

    - Confidentiality

    - Professionalism

     

     

    < Services provided  >

     

    TAX STRATEGY

             Registered Retirement Savings Plan (RRSP)

             Tax Free Savings Account (TFSA)

             Registered Education Savings Plan (RESP)

             Registered Disability Savings Plan (RDSP)

             Company RRSP (LRSP, LIRA, LIF, GRSP etc)

             Registered Pensions (DC, DB, DPSP, IPP etc)

             Tax Efficient Investment (Non- Registered)

             Corporate Class (Non- Registered)

             Universal Life Plan (Non-Registered)

             etc

     

        INSURANCE STRATEGY

             Level minumum pay Life Insurance (최저 납입 보장 생명 보험)

             Level Limited pay Life Insurance (조기 완납 보장 생명 보험)               

             Universal Life Insurance with investment (변액 투자 생명 보험)

             Whole Life Insurance (홀라이프 생명 보험)

             Term Life Insurance (정기 생명 보험)

             Critical Illness Insurance (중병 보험)

             Long Term Care Insurance (간병 보험)

             Disability Insurance (상해 보험)

             Accidental Death Benefit Insurance (사고 보험)

             Non-Medical check Insurance (건강 진단 없이 가입)  

             Group Benefits (직장 그룹 보험)              

             etc

     

     

        RETIREMENT STRATEGY

             VIP High Net Worth Investment (VIP 고액 우대 투자)

             T – CLASS (세금 유예 투자)

             Joint Last to Die Life Insurance (유산 상속 보험)

             Life Insurance for Seniors (시니어 생명 보험)

             PARTICIPATING dividend Insurance (참여부 배당 보험)      

             etc


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