PROTECTING YOUR INVESTMENTS
When you think of your financial needs, an insurance broker would not necessarily come to mind.
David J Elliott & Associates provides financial solutions for your needs no matter how complex or
unusual they may be and we have been doing this since 1983 with much success.
We focus on providing personal attention and effective management relationships for our clients.
We represent major life insurance and mutual funds companies in Canada providing a wide range of
products and access to experts within each company.
OUR PRODUCT SOLUTIONS
Guaranteed monthly income for retirement
Transfer of investments to family at death without incurring legal, accounting or probate costs
Principle guarantee at maturity and death
Locking in market gains without being taxed
Lifetime guaranteed income
No investment decision stress
No probate, legal or other administration costs
Lower tax through combining principle and interest as an income
Wide variety of specialized fund choices
Low management fees providing potential higher rate of return without guarantees
Access to specific savings programs such as Registered Disability Savings Plan