Bourne Financial Group Information

Bourne Financial Group provides financial services to a wide range of individuals and businesses, with varying financial needs. Whether an individual, family or business, Bourne Financial Group works to assist clients with insurance, investment and other current and future financial needs. An overview of the typical clients is included below: Individuals/families with Life Insurance, Critical Illness, and Disability insurance needs Individuals/families requiring assistance with investments (RRSP, TFSAs, Segregated Funds, RRIFs, LIRAs, LIFs, GICs) Individuals/families nearing retirement, requiring assistance with RRIFs, Segregated Funds, Annuities Families saving for their children's education (RESPs) Businesses requiring assistance with their Group Coverage Businesses requiring assistance with Life Insurance, Disability and Critical Illness Insurance (for example, Buy-sell insurance) Businesses requiring assistance with investments What are some life events that may trigger the need for financial advice? We have included below a list of potential life events that Bourne Financial Group could help with: You just had a child and would like to protect your income in the event of an income earner's early death You just purchased a house and would like to ensure your family has the means to pay off the debt in the event of an income earner's early death You are nearing retirement and would like to plan how best to fund your post retirement lifestyle You received an inheritance and would like to invest the money for your future You would like to invest in your children's education, and would like to take advantage of any federal and/or provincial education grants You jut started a new job, and would like to invest a portion of your earnings for future financial needs You left a company's group plan to form your own business, and would like to secure your income in the event of a disability You left your job and want to transfer your pension How do I get started with investments? Here are some initial considerations ...