SERVICES
WHAT WE OFFER
At Concilio Financial Group, our products and services are designed to address your specific financial needs, whether it’s funding your child's education, building a successful business, or planning for a comfortable retirement. We offer a comprehensive range of insurance, investment, and retirement income products tailored to meet both individual and business goals.
FOR BUSINESSES
Explore our Business Services to see how we can support your company’s growth and security.
PROTECTING YOUR BUSINESS
You’ve worked hard to build your business; we want to help you protect it. Whether starting a new venture or maintaining a successful one, we can help you address your needs.
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Life insurance
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Disability insurance
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Critical illness insurance
PROTECTING YOUR EMPLOYEES
Your business or organization is unique, and so are your people. Whether you have three or 35 employees, we have access to comprehensive group benefits plans to help you retain your valuable staff:
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Health-care and dental-care benefits
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Wellness and disability benefits
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Life and accidental death and dismemberment benefits
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International benefits plans
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Online services
SOLUTION BANKING™
Many businesses don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.
Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.
With Solutions Banking™ products and services, you can continue to rely on us to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.
Solutions Banking™ products and services, provided by National Bank of Canada, include:
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Bank accounts
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Loans and lines of credit
FOR INDIVIDUALS
Discover our Individual Services to learn how we can help you secure your financial future.
Investment products
Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.
MUTUAL FUNDS
A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.
For mutual fund information, click here.
SEGREGATED FUND POLICIES
Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities.
Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.
Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.
For more information about segregated fund policies, click here.
MORTGAGES
Financing a home may be the biggest financial decision you make. As your financial security advisors, we can help you make the right decision by helping tailor a mortgage to your financial security plan. We work with London Life mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you.
OTHER INVESTMENT PRODUCTS
We also offer a range of specialized investment products, including:
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Specialized investment solutions
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Registered education savings plans (RESPs)
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Registered retirement savings plans (RRSPs)
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Registered retirement income funds (RRIFs)
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Guaranteed interest options and payout annuities
OUR APPROACH
We believe that every client is unique, and so are their financial needs. Our personalized approach ensures that we take the time to understand each client’s individual goals and aspirations. By doing so, we can develop customized strategies that are as unique as they are, fostering a sense of security and prosperity. Our team of dedicated professionals works tirelessly to stay ahead of industry trends, ensuring that our clients benefit from the most innovative and effective financial planning solutions available.
OUR TEAM
At the heart of Concilio Financial Group is a team of passionate and skilled professionals who are dedicated to making a difference in the lives of our clients. Each team member brings a wealth of knowledge and experience, contributing to a collaborative environment where client success is the top priority. We pride ourselves on our company culture, which is built on trust, respect, and a shared commitment to excellence.
GET IN TOUCH
Ready to take control of your financial future? Contact us today to learn how we can support your journey to success.
