Financial services

Products and Services

At Danielson Financial Services, we work with an extensive team of professionals to help you create a financial plan designed specifically for you.

Estate and financial
planning services

  1. Comprehensive and complimentary tax, retirement and estate planning

Life and health

  1. Life Insurance – all types, personally tailored to fit your future needs
  2. Critical Illness Insurance
  3. Disability Insurance
  4. Personal Health Insurance
  5. Long Term Care Insurance


  1. Investment solutions including mutual funds* and segregated funds
  2. Tax planning
  3. Registered accounts (RRSPs, TFSAs, RESPs*, Pensions, etc)
  4. Tax-efficient non-registered accounts
  5. Accumulation and Payout Annuities – guaranteed investments with creditor protection and beneficiary designations
  6. Guaranteed Investment Certificates (GICs)**


  1. Corporate investment strategies
  2. Corporate structure planning and review
  3. Group Benefits – extended health care, travel, dental, vision
  4. Key Person Insurance
  5. Pension planning

Access to work
with our specialists

  1. Mortgages
  2. General insurance
  3. Accounting
  4. Legal
  5. Private banking