- Registered Retirement Savings Plans (RRSP), Spousal RRSP
- Assistance with saving tax through effective income splitting techniques
- Registered Education Savings Plans (RESP) and information about the various government grants to assist you in growing these accounts faster
- In Trust Accounts
- RSP Homebuyers Plan for first-time buyers – assistance with planning around use of your RRSP for home purchase
- Registered Disability Savings Plan (RDSP) for family members who are eligible for Disability Tax Credit, with assistance in helping you understand the available government grants to further benefit your family member
- Inter-generational financial planning and effective strategies to ensure success
- Cottage legacy planning
- Insurance needs analysis
- Critical Illness Insurance
- Long Term Care Insurance and elder care strategies
- Disability (Income Replacement) Insurance
- Health and Dental Insurance
- Referral service for banking, secured loans, mortgages, travel insurance
- Tax Free Savings Account (TFSA)
- In Trust investments and planning
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