David Forest Financial Services
What we can do for you
- Provide plans with advantages not available with stocks, bonds and real estate.
- Provide you with creative estate planning ideas.
- Protect you, your income and your capital against the risks of death, disability and living longer than expected.
- Advise you on how to create tax-free capital dividends for your private company.
- Help you with creative ideas on charitable giving using life insurance and annuities.
- Help you split income with other family members in order for you to lower your total income tax bills.
- Help protect your assets against creditors.
- Help you with your asset allocation choices.
- Tax-free life insurance
- Life insurance plans which give you 97.5% of insurer's profits
- Tax-free disability income insurance
- Tax-free critical illness insurance
- Tax-exempt savings plans for children and grandchildren
- Life annuities
- Term annuities and term deposits
- Segregated fund investments with capital guarantees
- Registered savings plans
- Retirement & estate planning for shareholders
- Partnership Insurance
- Key Man Insurance
- Group Insurance and Pension Plans