Individual Planning
Our independence permits us to shop the financial marketplace on your behalf to find the products that fit your individual planning needs.
Registered
Registered Retirement Savings Plans (RRSPs)
Registered Retirement Income Funds (RRIFs)
Registered Pension Plans (RPPs)
Individual Pension Plans (IPPs)
Locked-In Retirement Accounts (LIRAs)
Locked-In Retirement Investment Funds (LRIFs)
Registered Education Savings Plans (RESPs)
Risk Protection
All forms of Life, Disability andCritical Illness Insurance
All forms of personal general insurance including homeowners, condo unit owners, tenants and travel insurance
Autoplan
All forms of business insurance including property, liability, and bonding
Employee Benefits
Group Insurance
Life
Accidental Death & Dismemberment
Health/Dental/Vision
RPP
Group RSP
Disability
Wealth Building Tools
Term Deposits / GICs
Mutual Funds
Segregated Funds
Accumulation Plans
Systematic Withdrawal Plans (SWPs)
Investment Loan/Leverage Programs
Term Certain, Registered, Prescribed, Life and Variable Annuities
Comprehensive Financial Planning
With top-quality products that are selected to meet your individual needs, the Nakamun Group will help you get your financial plan on track, and keep it on track for life.
The Nakamun Group recognizes that while careful planning is the first important step to a secure financial future, even the best plan gains meaning and purpose only when it is implemented.
To assist our clients in moving from plan to action, the Nakamun Group provides access to a wide range of products through a network of financial institutions. With the help of our computers, we are able to survey the markets instantaneously and to assist you in determining the products that will best achieve your goals.
Once product decisions are made, the Nakamun Group is able to manage all of the details on behalf of clients. Our services include completing application documents and any necessary government transfer forms, and monitoring progress to ensure that financial transactions are completed in a timely and efficient manner.
We see each individual transaction we make as a step toward our primary goal--which is the provision of quality service to each client on a consistent basis, now and well into the future.
One call to our office puts you in touch with the entire marketplace. We locate the products that will offer you the best combination of return, service and security.