Anna George is a licensed financial advisor dedicated to helping individuals and families build a secure financial future. She offers personalized guidance in insurance, investments, retirement planning, and estate planning, with a focus on long-term stability and peace of mind. Her client-centered approach ensures solutions tailored to each person’s goals and needs.

Retirement Planning    Estate Planning

Insurance Services:

* Life Insurance – Permanent or Term
* Mortgage Insurance
* Guaranteed Insurability Insurance
* Children’s Insurance
* Disability Insurance
* Critical Illness Insurance
* Cancer Insurance
* Health and Dental Insurance
* Travel Insurance
* Will Preparation, Funeral Planning, and Concierge Service

Investment Service:

* Registered Retirement Savings Plans (RRSP)
* Non-Registered Investments
* Trust Accounts for Children or Grandchildren
* Insured Investments and Guaranteed Income Investments
* Tax Free Savings Account (TFSA)
* Registered Disability Savings Plan (RDSP)
* Registered Education Savings Plan (RESP)
* Pensions

Other Services:

* Mortgage Options
* Home and Auto Insurance
* Pet Insurance
* Consumer Debt Consultation, Management, and Education
* Business and Commercial Insurance
* Group Benefits, tailor made to your company