About Us
Our Heritage
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”.
Our Future
ROMAC FINANCIAL is committed to the future financial security of all our clients. We continue to
customize each insurance and investment portfolio solution to suit unique, specific needs.
Our ever-evolving industry will continue to offer products and strategies that require both our
expertise and your confidence in our professional opinions, to maximize your family’s prosperity.
We have implemented our own inter-generational Succession Strategy, which our clients
recognize as invaluable. Intelligent planning today will secure a successful retirement tomorrow.
Services
Insurance
Providing financial protection through customized insurance solutions that evolve as your life changes.
- Buy-Sell Funding
- Life Insurance
- Travel Insurance
- Mortgage Protection
- Estate Planning
- Critical Illness/Serious Accident
- Disability Coverage
- RRSP Drawdown Strategy
- Inter-Generational Planning
- Guaranteed Issue
Investments
Investing through Life Insurance companies offer several key advantages:
- Maturity Guarantee
- Death Benefit Guarantee
- Creditor Protection
- Avoiding Probate
- Private and Confidential Estate Planning
- Efficient Inter-Generational Wealth Transfers
- No Fees Payable At Death
Available Solutions
- Tax Sheltered Savings
- Annuities
- GIC’s
- Commuted Value of Pensions
- RRSP & Non-Registered Loans
- TFSA’s
- Segregated Funds
- LIRA/LIF’s
- RRSP/RIF’s
- Reverse Mortgage Strategy
- RESP’s
- Pension Analysis
Group
If you are a small to mid-sized business in
Ontario we want to work with you. We provide
a custom employee benefits 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.
Coverage May Include:
- Life Insurance
- Critical Illness
- Accidental Death & Dismemberment
- Long Term Disability
- Short Term Disability
- Excess Medical Loss Coverage
- Health Care Spending Accounts
- Dental
- Medical
- Survivor Benefits
- Out of Country Coverage
- Executive Benefit Plan