Financial Services
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Eric Roy Financial Services caters to all types of investors and clients who wish to get advice on financial Protection, Planning and Performance:
All financial products have the potential of meeting your needs and expectations. But, ultimately, it is only after an in-depth analysis of your assets, your objectives and a rigorous assessment of the risks that Eric will suggest customized solutions for you.
- Exempt market
- Life insurance
- Cash Flow™
- Infinite Banking™
- Annuities
- Education savings / RESP (registered education savings plans), RRSP, TFSA, LIRA, and more
- Disability and long-term care insurance
- Investment funds management
- Financial advice
- Portfolio management (in partnership with Newport/Lonsdale and Croft)
- Personal and business line of credit and mortgages ¬ (in partnership with Manulife One)
Products and services – overview