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Individual Financial Services

Your Financial Well-being, Our Priority
At Coughlin & Associates Ltd., we go beyond traditional benefits services. We offer complimentary financial counseling to individual members and employees of our clients, ensuring their financial well-being and security.

Individual Financial Services

Your Financial Well-being, Our Priority
At Coughlin & Associates Ltd., we go beyond traditional benefits services. We offer complimentary financial counseling to individual members and employees of our clients, ensuring their financial well-being and security.

Licensed and Accredited Experts at Your Service

Our team of licensed and accredited personnel is dedicated to assisting members with a range of individual financial services:

  • Retirement Planning: Tailored strategies to secure a comfortable retirement income.
  • Insurance Planning: Development of personal life, disability income, or critical illness insurance plans.
  • Savings Plans: Establishment of registered retirement, education, or other savings plans.
  • Personal Insurance Coverage: Access to individual medical or dental insurance coverage.

Products and Services:

Discover a wide array of products and services designed to meet your unique financial needs:

  • Segregated Funds: Diversified investment options for potential growth.
  • Extended Health and Dental Coverage: Comprehensive coverage for individual health and dental needs.
  • Individual Life Insurance: Tailored life insurance solutions for personal protection.
  • Disability Income Insurance: Coverage to protect against income loss due to disability.
  • Critical Illness Insurance: Financial protection in the event of a critical illness.
  • Registered Retirement Savings Plans (RRSPs): Tax-advantaged savings for retirement.
  • Tax-Free Savings Accounts (TFSAs): Flexible savings with tax advantages.
  • Registered Retirement Income Funds (RRIFs): Income stream in retirement.
  • Life Income Funds (LIFs): Retirement income options.
  • Annuities: Guaranteed income for life or a specified term.
  • Severance Pay Investment Options: Strategic investment choices for severance pay.
  • Mortgage Insurance: Protection for your mortgage investment.
  • Emergency Travel Insurance: Coverage for unexpected travel emergencies.
  • Registered Education Savings Plans (RESPs): Saving for education expenses.
  • Retirement Income Analysis: In-depth analysis to plan for a secure retirement.
  • Estate Preservation: Strategies to preserve and transfer your estate.

Security You Can Trust

To ensure the security of members’ deposits and investments, Coughlin & Associates Ltd. exclusively works with companies that are members of either the Canadian Deposit Insurance Corporation (CDIC) or Assuris. These organizations protect individual deposits, investments, and life insurance coverage.

Genuinely Independent Consultants

At Coughlin, we take pride in being genuinely independent consultants. We have no formal association with any other company or organization. Our allegiance is to you – and only you. Your financial goals and security are our primary focus.

Our Services Include:

  • Individual Health + Dental Coverage
  • Travel Coverage
  • Benefits over Age 65
  • Top Rate Guaranteed Investment Certificates

Ready to take control of your financial future? Contact us for personalized, comprehensive, and complimentary individual financial services.

When it comes to client management, Coughlin has one, and only one, mission:

to provide Service Beyond Expectations in everything we do.

When it comes to client management, Coughlin has one, and only one, mission: to provide Service Beyond Expectations in everything we do.

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Learn how we can help you today.