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How We Help

Let Us Plan

Let us dream a little...

What do you dream about? At Point B Financial, we want to support your goals.

The key to reaching your goals is your financial plan. We build your portfolio by getting to know you and your family. We provide a comprehensive way to create your Personal Financial Action Plan.

Let us talk numbers...

Based on our assessment of your long-term goals and risk tolerance we will create a customized investment portfolio. This portfolio will be tailored to provide you with the financial growth that is suitable to you. Throughout our business relationship we will keep you focused on the course we have agreed upon.

What We Do For You

Your financial world is constantly changing and knowing how or if it affects you can be overwhelming.
Increasing your financial understanding is part of our service offering.

View Our Service Pledge

Investment Solutions

Investment Solutions

Whether you are investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered Retirement Savings Plans (RRSP, Spousal RRSP, LIRA)
  • Registered Income Plans (RIF, Spousal RIF, LIF)
  • Registered Education Savings Plans (RESP)
  • Registered Disability Savings Plans (RDSP)
  • Tax-Free Savings Account (TFSA)
  • Non-Registered Accounts
  • Corporate Accounts
  • Trusts/Family Trusts
Insurance Solutions

Asset Protection & Insurance Solutions

It is not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect your assets and the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Life
  • Critical Illness
  • Disability
  • Long Term Care
Planning for Retirement

Retirement Planning

To enjoy your retirement, you will need a steady source of income and a plan uniquely tailored to you. We will help you understand where your money will come from and when you will be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there is one factor that plays a role in every successful retirement — good planning.

Contact us to get started today!

Estate Planning

Multi-Generational Financial Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.

Try these estate planning resources

For more information on services and solutions for your financial needs...

Contact Us Today