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DD Humes Financial Services Inc.:
· Mutual Funds provided through FundEX investments Inc. (www.fundex.com)
· Lifestyle Planning

David D. Humes Insurance Agency Ltd.:
· Financial Planning (IQPF or CFP licenced planners available)
· Tax Planning
· Estate Planning
· Segregated funds
· GICs
· Insurance

 

For Employers:
· Group Benefits (Life, Health, Disability, Pension, RRSP, Profit Sharing)
· Association/Professional/Franchise Group Programs
· Travel Accident & Assistance Insurance
· Executive Compensation Planning
· Risk Management Services
· Buy/Sell Agreements and Insurance

For Individuals:
· Corporate Life Insurance - Key-Man, Partnership, Collateral
· Personal Life Insurance - Term, Permanent, Estate, Universal
· Disability, Health, Dental, Travel Plans
· Annuities to fund Charitable Contributions

To complement our own expertise, we have developed a well-placed network of Strategic Alliances with tax accountants, estate lawyers, notaries, general insurers, and other professional advisors. We have also included some of our lifestyle alliances who will help improve other elements of your everyday life.

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