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LIST OF SERVICES Individuals, Joint Clients, Corporations, Informal or Formal Trusts, Estates Financial Services are provided by each respective business of Abbington Financial Group |
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Mutual funds provided through FundEX Investments Inc. 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. |
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Abbington Investments in association with FundEX Investments Inc. You may open a new account or transfer existing accounts to name us as your Representative. We also offer group investment accounts for business employees or for associations. |
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Types of Accounts: |
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Open Accounts (whether individual, joint, corporate, or trust) RRSP: Registered Retirement Savings Plan (including Spousal) RRIF: Registered Retirement Income Fund (including Spousal) LIRA: Locked-In Retirement Account (from a pension transfer) LIF: Life Income Fund (from a pension transfer) TFSA: Tax Free Savings Account Leveraged Accounts (investing using borrowed money – see Leveraging Disclosure) Individual Pension Plans RESP: Registered Education Savings Plan (20% Canada Education Savings Grant) In-Trust for Children (and avoid income attribution to the parents) Self-Directed (Nominee) accounts are available. |
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Jeffrey Sindall, Mortgage Broker, Mortgage Alliance Company of Canada - Licence # 10530 |
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Mortgages: |
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Variable Rate Mortgages Home Equity Line of Credit Unsecured Line of Credit |
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Abbington Insurance Inc. in association with National Financial Insurance Agency Inc. We offer insurance products on an individual, joint, corporate or group basis. |
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Life Insurance: |
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Whole Life Insurance Universal Life Insurance |
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Abbington Tax & Estate Services Inc. |
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Tax Return Preparation: |
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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 |
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Services: |
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Types of Investments: |
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Income & Expense Review Children’s RESP Analysis Mid-Term Needs Analysis |
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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 for additional investments not listed above. |
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Services: |
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Debt Management Analysis |
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Other Insurance: |
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Critical Illness Insurance Health & Dental Travel Insurance |
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Services: |
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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). |
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Future Retirement Income Needs Analysis Current Retirement Income Analysis Strategies to Reduce Income Tax |
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Fixed Rate Mortgages Secured VISA Card Referral Program Residential, Rental, Commercial Properties |
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Term Insurance: Level or Decreasing Coverage Business Key Person and/or Buy-Sell Agreement Funding |
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Disability Insurance Long-Term Care Insurance |
