INSURANCE SERVICES

Parkgate Wealth Management is a firm registered in Life and Accident and Sickness Insurance of persons. Parkgate Wealth Management is affiliated with Customplan Financial Advisors Inc.

Our insurance advisors, will work together with you to discover your retirement goals, and clarify your life insurance and health benefit needs. These services include:

• Creating strategies for meeting your goals such as building security and financial freedom, helping family and charities in better ways, and being free to make the choices you want when life changes occur
• Calculating your projected retirement income
• Examining company pension options
• Maximizing government benefits
• Ongoing monitoring and adjusting of your progress toward your goals