ROMAC FINANCIAL is proud of its long heritage, now celebrating 40 years of professional service in the Canadian insurance and investment industry.
Relationships (some spanning decades) with our clients and their families are founded on trust, by providing reliable and professional financial planning with personalized recommendations.
We have built our success through the wisdom of inter-generational planning that has given our clients a sense of confidence and “Peace of Mind”.
Providing financial protection through customized insurance solutions that evolve as your life changes.
Investing through Life Insurance companies offer several key advantages:
Offering custom employee benefit solutions that will give you, the Employer/Owner more control and flexibility.
Designing the right plan is important and it is not just about the cost, but the sustainability of your plan. There is a tax-effective strategic advantage to these solutions.
Let us provide a complimentary review of your current plan and help you design a benefits package that best suits your business.
Providing guidance in setting your financial goals and creating strategic 'roadmaps' to increase your chances of achieving financial independence during retirement.
- Pension Analysis
- Leveraged Loans
- Home Equity Financing
- Segregated Funds
- Retirement Strategies
- Tax Efficiency
- Critical Illness
- Term Life
- Whole Life
- Universal Life
- Group Benefits
- Guaranteed Issue