info@georgijevfinancial.ca

(519) 472-0055

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For more than 35 years, Georgijev Financial Group has been providing unbiased, personalized financial advice to families and businesses throughout London, Ontario and the surrounding area.

We help our clients prepare for all of life’s important events – from starting a family to growing a business to enjoying retirement.  We partner with our clients to achieve their goals every step of the way.

Protect Your Family

The loss of income – from increased taxes, disability, illness or death – costs your family the lifestyle you’ve worked hard to achieve and places all of your dreams for their future at risk.

Solutions that can help protect your family include:

• Life Insurance
Disability Insurance
Critical Illness Insurance
Segregated Funds
Annuities
Travel Insurance
Estate Equalization Planning
Family Insurance Planning

Contact Us to Learn More
Save for the Future

Whether you’re saving for your child’s college tuition, planning a vacation, building a nest egg for retirement, or investing in a small business – there are many important considerations for investing.

Solutions that can help you save for the future include:

Available Services:
• Investment Planning
• Retirement Planning
• Education Planning

Available Plans and Products:
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Registered Education Savings Plan (RESP)
• Tax Free Savings Account
(TFSA)
Locked-In RRSP
Locked-In Retirement Account (LIRA)
GIC/Term Deposits
Life Income Fund (LIF)

Contact Us to Learn More
Protect Your Business

Protecting your business assets, preparing for (or preventing) the loss of a key employee, and planning for your own future retirement (and likely transfer or sale of your business) are challenges that every small business owner faces.

Solutions that can help protect your business include:

Life Insurance
Disability Insurance
Critical Illness Insurance
Segregated Mutual Funds
Buy-Sell Insurance
Key Person Insurance
Corporate Insurance
Succession Planning
Group RRSP
Employee Benefits
Pensions

Contact Us to Learn More
Your Retirement

We know that our clients could be enjoying many, many years of retirement and will need a plan for managing their savings to ensure they don’t run into problems with volatile markets, the increasing cost of living, or rising taxes. 

Solutions that can help protect your retirement include:

Available Services:
• Investment Planning
• Retirement Planning
• Estate Transfer and Equalization

Available Plans and Products:
Registered Retirement Income Fund (RRIF)
Tax Free Savings Accounts (TFSA)
GIC/Term Deposits
Life Income Fund (LIF)

Contact Us to Learn More

* Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Georgijev Financial Group.

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