- We coordinate our recommendations with those of your tax and legal advisors, as well as introducing specialists (as necessary) from our extensive resource team
- Individual Pension Plans (IPP) and Retirement Compensation Arrangement (RCA) planning
- Group RRSP and Pension consulting and investments
- Deferred Profit Sharing Plans (DPSP)
- Transition and Succession Consulting
- Corporate Insurance strategies (i.e. Buy-Sell Funding Arrangements and Key Person coverage)
- Corporate Investment Strategies
- Private Health Spending Plans (PHSP)
- Group Benefits – plan design, placement and consulting; effective cost-control and education/support (*We work for you, not an insurer)
- Complete, written financial plans for business owners who wish to have comprehensive business planning in place
- Referral service to Estate and Tax Specialists
Enhance Your Estate
Our team approach works for you to offer personalized planning strategies for your investments and insurance.
We offer a comprehensive range of products and services from across the investment and insurance spectrum.
We work with both individuals and groups for all your financial planning needs.
NorMaxx provides clients with complete disclosure and transparency, to ensure that client needs are front and centre of everything we do. Our advisors continuously maintain their professional credentials and ongoing education, to ensure high-quality service in today's fast-paced financial environment.
Remembering Our Friend
NorMaxx Financial Group
Thunder Bay, Ontario
210-180 Park Ave.
P7B6J4
Phone: 807-346-9700
Fax: 807-346-9772
Toll-Free Phone:
1-877-NorMaxx (667.6299)
Toll-Free Fax:
877-346-9772
performance@normaxx.com