Our Solutions
The Godfrey-Morrow Difference
Whether planning for retirement, investing money or obtaining
family protection, the choices can be daunting. How can you ensure
that you are making the right choices and the best arrangements for
your circumstances?
No matter what your age, status, or situation, you're capable of
taking charge of your finances. Whether you're 20 or 80; single or
married; climbing the corporate ladder or raising a family
full-time, you can do it.
At Godfrey-Morrow, our financial services professionals will
guide you through the complexities of the financial planning maze.
During initial discussions with you, either at our office or in
your home, your main priorities will be ascertained and a
customized report with our recommendations will then be prepared.
These recommendations will be explained so that you can make a
decision armed with all the facts, in the knowledge that all of the
options available have been thoroughly researched on your behalf.
Godfrey-Morrow service does not finish there. We are available all
year round to offer continued advice and support so that as your
situation changes your financial management adapts to keep your
finances in the best possible shape.
Whether you ...
- Have recently married and need family protection
- Have just bought your first house and need help budgeting
around a mortgage
- Have started a family and require savings arrangements
- Have concerns about your income in retirement
- Need advice on investment of a lump sum for tax efficient
growth or income
- Are retiring and need help in arranging your pension
income
... Godfrey-Morrow has the expertise to guide you through these
very important issues. Our team of experts knows exactly how to
adapt our full range of financial products and services to suit
your needs.
Families and Individuals
- Canadian Investment Savings Account*
- U.S. Dollar Investment Savings Account*
- Mutual Funds
- Segregated Funds
- Guaranteed Investment Confirmations (GICs)*
- Universal Life Insurance
- Locked-in Retirement Accounts (LIRAs)
- Registered Retirement Income Funds (RRIFs)
- Life Income Funds (LIFs)
Registered Retirement Savings Plans (RRSPs)
- Registered Education Savings Plans (RESPs)
Businesses
- Employee Group Health Benefits
- Key Person Insurance
- Buy-Sell Insurance
- Group RRSPs
- Business Investment Savings Account - Canadian Dollar*
- Business Investment Savings Account - U.S. Dollar*
For more details, click on the menu displayed at the left below
Our Investment Solutions. You may also contact us or e-mail us and
we'll reply within 4 hours, during regular office hours.
Mutual funds distributed by Worldsource Financial
Management mutual fund dealer
* Deposit products offered by ING Bank of Canada.
