- Investment Risk Profiling
- Financial Planning
- Tax-efficient investment and income strategies
- Referral service for banking products, secured lines of credit, mortgages
- Registered Retirement Savings Plans (RRSP), Tax-Efficient Non-registered Accounts, Tax Free Savings Accounts (TFSA), High Interest Savings, GIC’s, Guaranteed Minimum Withdrawal funds, Annuities, Segregated Funds
- Self-directed portfolios\r\n
- Individual Insurance: Life, Travel, Income Replacement (Disability), Critical Illness Insurance, Long Term Care
- Private Health Spending Accounts
- RSP Homebuyers Plan for first-time buyers – assistance with planning around use of your RRSP for home purchase
- Health and Dental Insurance
- Complete, written financial plans for clients who wish to have comprehensive planning in place
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