Text Box: INVESTOR PRIVACY NOTICE

 

BUSINESS SERVICES

 

Business Owners, Group Plans for Employees and Associations

 

Financial Services are provided by each respective business of Abbington Financial Group

 

 

 

 

 

 

Text Box: DISCLAIMER
Text Box: CAREERS
Text Box: OUR TEAM
Text Box: CONTACT US

Mutual funds provided through FundEX Investments Inc.

Abbington Financial Group, 662 Upper James Street, Hamilton, Ontario, L9C 2Z3

 

Tel: 905-389-3534 Fax: 905-389-0345 Email: service@abbington.ca

2015 Abbington Financial Group. Abbington is a registered trademark of Jeffrey Sindall, Abbington Financial Group.

Abbington Investments in association with FundEX Investments Inc.

We offer group retirement investment accounts for business employees or for associations.

The business owner can create a new group plan or simply name us as the representative on an existing group plan.

Types of Accounts:

Open Accounts - for the business owner, whether individual, joint, corporate, or trust

Group RRSP - Registered Retirement Savings Plan (including Spousal)

DPSP - Deferred Profit Sharing Plan

Pension Plans - for groups of employees and also individual or pooled pensions for business owners

LIRA and LIF Plans - pension transfers to locked-in plans for retiring employees

Group TFSA - Tax Free Savings Account for employees or the business owner

RESP - Registered Education Savings Plan (with 20% Canada Education Savings Grant)

Self-Directed (Nominee) accounts are available.

Types of Investments:

Mutual Funds - over 70 fund management companies including 5 banks

Labour Sponsored Funds - we can administer your existing LSF holdings

Segregated Funds - provided under life insurance licence

GIC - Guaranteed Investment Certificates

High Interest Savings Accounts

 

We also have Referral Agreements in place for additional investments not listed above.

Services:

Income & Expense Review

Children’s RESP Analysis

Group Education Seminars

Future Retirement Income Needs Analysis

Current Retirement Income Analysis

Strategies to Reduce Income Tax

Jeffrey Sindall, Mortgage Broker, Mortgage Alliance Company of Canada - Licence # 10530

Mortgages:

Variable Rate Mortgages

Home Equity Line of Credit

Unsecured Line of Credit

Fixed Rate Mortgages

Secured VISA Card Referral Program

Residential, Rental, Commercial Properties

Services:

Debt Management Analysis

Group Education Seminars (Lunch ‘n Learn)

Abbington Insurance Inc. in association with National Financial Insurance Agency Inc.

We offer insurance products on an individual, joint, corporate or group basis. Education seminars are available.

Life Insurance:

Whole Life Insurance

Universal Life Insurance

 

 

Other Insurance:

Critical Illness Insurance

Health & Dental

Travel Insurance

Term Insurance: Level or Decreasing Coverage

Business Key Person and/or Buy-Sell Agreement Funding

Disability Insurance

Long-Term Care Insurance

Abbington Tax & Estate Services Inc.

 

Tax Return Preparation:

T1 - Personal Tax Returns (with E-file direct to the Canada Revenue Agency)

- for Individuals, Couples, Families, as well as for Deceased Persons

 

T3 - Trust Tax Returns

- for Estates of Deceased Persons and for Testamentary and Inter Vivos Trusts

 

 

 

Services:

Administrative Representation to Canada Revenue Agency (not for legal purposes)

 

Respond to CRA Audits (both Pre-Assessment and Post-Assessment Reviews)

 

Adjustment Requests (to change your previously filed tax return)

 

Assistance with some Government Forms: OAS and CPP applications, Change of

Marital Status, Child Benefits, Direct Deposit, Request for Clearance Certificate

 

Estate Distribution Analysis (to minimize income tax and probate fees).