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Individual Financial Planning

 

 

Mr. Jacques Poirier's 2012 upcoming schedule

 

June 12 (all day)

June 13 (all day)

June 14 (all day)

 

To schedule a meeting with Mr. Jacques Poirier next visit, click here.

All meetings are held at the Guild office in Coquitlam, B.C.

 


To balance their long-term financial needs, most people require a sound group benefits program and a personal financial plan.

Coughlin & Associates Ltd. offers free financial counselling to our clients' individual members and employees. Licensed and accredited personnel are available to help members plan for their retirement income, personal life insurance, estate planning, retirement savings, disability income or critical illness insurance needs through the following products and services:

 

  • Segregated funds
  • Individual life insurance
  • Disability income insurance
  • Critical illness insurance
  • RRSPs
  • RRIFs
  • LIFs
  • Annuities
  • Severance pay investment options

Plus, to protect the security of members' deposits and investment certificates, Coughlin & Associates Ltd. only deals with companies that are members of either the Canadian Deposit Insurance Corporation (CDIC), Credit Union Deposit Insurance Corporation (CUDIC) or Assuris, the organizations established by Canada's deposit-taking institutions and life insurance industry to protect individual deposits, investments and life insurance coverage.

At Coughlin, we are genuinely independent consultants. We survey the market every day to combine the highest rates of return with Service Beyond Expectations.™

To learn more about these services please contact Mr. Jacques Poirier, Senior Individual services consultant
at 1-888-613-1234 ext. 244. Or Ms. Natasha Brazeau, Administrative Coordinator at 1-888-613-1234 ext. 253.