Thierman Financial Information

Thierman Financial of Prince Albert offers a variety of financial products and services that work together to create your personalized financial plan. We strive for a long-term relationship with you and your family to help build your wealth and provide financial security, Investment options: RRSPs, RRIFs, TFSAs, locked-in RRSPs, non-registered accounts GICs, term deposits, segregated funds, real estate investments, REITs, UDIs, annuities Investment Planning Retirement Planning and Estate Planning Careful financial planning now will allow you to live comfortably in both the present and in retirement while ensuring tax implications are minimized to you now, in the future and to your estate. Retirement options: RRSPs, RRIFs, TFSAs, LIRAs, locked-in RRSPs Pension roll outs Group RRSPs and group benefits Understanding government benefits including Canada Pension Plan (CPP), Old Age Security (OAS), Guaranteed Income Supplement (GIS) and various tax incentives Retirement Planning and Estate Planning Insurance Sometimes things happen in life that you just can’t control. It’s important to be prepared and protected against such circumstances. Speak to us about your options for protecting against the what-ifs in life. Insurance services: Term life insurance, universal life insurance, participating (PAR) whole life insurance Disability insurance Critical illness insurance Long-term care insurance Buy-sell agreements and key-person insurance Group benefits Insurance Planning and Estate Planning Education Planning Plan for post-secondary education early. Educational services: RESPs Participating (PAR) whole life insurance Education Planning Debt, Credit and Cash Flow Management Understanding your monthly cash flow and managing your debt are part of a healthy financial plan. After all, you work hard for your money. Shouldn’t you stay in control of it? Cash Flow services include: Manulife One Mortgages Lines of credit Budgeting and Cash Flow Planning