• Serving thousands of Canadians since 1982

    Serving thousands of Canadians since 1982

    Reach your Financial Goals

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  • Grow your money with a long term investment plan

    Grow your money with a long term investment plan

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WELCOME TO ALLIANCE FINANCIAL GROUP

Alliance Financial Group is committed to offering products and services designed to meet our clients' personal and business needs. From life insurance and investment advice to individual and group benefit plans, Alliance has what you need to build, conserve, and maintain wealth. Take the next step to a brighter future and call one of our trusted advisors today.

Term Life Insurance
Life Insurance

LIFE INSURANCE

Protect your loved ones with life insurance coverage. Choose from Term, Whole, or Universal plans. Get free life insurance quotes now.

Investments
Investments

INVESTMENTS

With the assistance of one of our advisors, you can create a customized investment portfolio to fit your short and long term goals with a number of products including: RRSP's and Tax Free Savings accounts.

Group Benefits
Group Benefits

GROUP BENEFITS

Having a solid employee benefits package is vital in order to attract and retain loyal, productive employees. Contact us to provide your company with a quote for your new or existing employee group benefit plan.

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No Advice

The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, and legal or tax advice. For information specific to your situation you should consult a professional.

Investment Funds

Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the prospectus or information folder before investing. Segregated funds are not guaranteed, their values change frequently and past performance is not indicative of future performance.

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Did you know that the average life expectancy has increased by about 20 years for both men and women in the past century?*

Canadians are living longer than they ever have, and many are struggling to save for retirement. Do you find it difficult to find the balance between saving for your current needs and saving for your future needs? If so, you’re not alone.

Retirement planning will help you:

  • Create a budget to set aside money for retirement.
  • Retire with no debt.
  • Decide what investment vehicles work best for your needs.

By getting to know you, your advisor can help assess your current and future goals and allow them to work simultaneously. In fact, it can be as easy as tucking away a few dollars a day. Start saving today to avoid worrying tomorrow.

*Source: Statistics Canada

With a range of financial products and services to best suit your needs, choose the ones that work for you.

Products and services include:
  • Life insurance
  • Living Benefits
  • Investment funds
  • Financial planning
  • Employee benefit programs

In today’s ever-changing regulatory environment, ensuring that your assets are conserved and distributed in accordance with your needs is vital. Protecting your estate is not just for the wealthy. Yes, an ‘estate’ can be a large mansion but it can also be a modest bungalow. In either case, it is important to protect one of your most important assets.

Estate planning includes asking yourself questions such as:

  • Who would you like to leave your most valuable assets to?
  • How would you like to allocate these assets?
  • Would you like them to be paid out immediately or once your beneficiaries reach a certain age?
  • Would you like them to be paid out in a lump sum or through payments?

These are just a few of the things you must consider. It is wise to think about these aspects carefully before committing to a plan. Benefits to estate planning include:

  • Minimizes taxes paid out from your estate.
  • Mitigates complex legal work involved in transfer.
  • Saves time and money for your loved ones.

What happens when you don’t create a Will?

Your Will is the most vital element of your estate plan. Without a Will, you allow the government to decide how to allocate your assets.

Other consequences include:

  • Increased legal fees and taxes.
  • Assets divided amongst family members in a priority sequence you may not agree with.
  • Your assets may go directly to the province should you have no living relatives.
  • You are not given the opportunity to donate to philanthropic causes you support.

We all know that death and taxes are the two things that are certain in life. With proper estate planning with the help of an Alliance advisor, you can alleviate the burden of both of these certainties.

Personal financial planning involves aligning your life priorities with your financial goals. Whether it is saving for a house, education, or for retirement, planning can often be a daunting task. A professional independent financial advisor can help alleviate the stress of planning for the future. By getting to know you on a personal level, your advisor will work with you over the long term to create an adaptable, realistic financial plan that grows with your evolving goals and priorities. Two key areas of financial planning include estate planning and retirement planning.

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