Stephen Ashfield, EPC
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Services

Investments

Segregated Funds
RRSPs, RRIFs, RESPs
Retirement/Estate Planning
Pensions
​Annuities


Other
Employee Benefit Plans

Personal Insurance

Term Life Insurance
Permanent Life Insurance
Health & Dental Insurance
Disability Insurance
Critical Illness Insurance
Long Term Care Insurance
Special Senior Life Insurance Plans
click here for free insurance calculator

Health & Travel Insurance

Flexcare, FollowMe Health and Lifecheque Basic CI

Association H&D
​
​
Travel
(​Click above links for free calculators)
A rule of thumb is that working people with dependants should often be insured for 10-12 times their annual earnings!

Memberships

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 Independent Financial Brokers of Canada (IFBC)
​

 Elder Planning Counselor (EPC)

Companies I Represent

Assumption Life
BMO Life Insurance & Co
Canada Life
Empire Life
Equitable Life
Foresters
Industrial Alliance Financial Group
Manulife Financial
RBC Insurance
Transamerica Life
Medavie Blue Cross
​Other companies are also used as needed.

Helpful Links

Elder Planning Counselor
Canada Life
Industrial Alliance 
Assumption Life
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