1. Help to achieve your goals and dreams
What’s your dream? Solutions to meet your needs
Together, we can create a financial security plan n Individual life insurance
as unique as your goals and dreams, whether it’s: n Segregated fund policies, registered retirement
n Retiring comfortably savings plans (RRSPs) and tax-free savings
n
accounts (TFSAs)
Financing your child’s education
n Payout annuities, registered retirement income
n Providing financial security for your family
funds (RRIFs) and life income funds (LIFs)
n Leaving a legacy for your family or
n Individual disability insurance
favorite charity
n Individual critical illness insurance
n Owning a home or vacation property
n Individual health and dental insurance
n Building a successful business
n Business insurance
A focused process n Group insurance
n Group retirement plans
My financial security planning process allows
me to: n Mortgages
n Gain a better understanding of what n Solutions BankingTM
financial security means to you n Registered education savings plans (RESPs),
n Analyze your situation and identify gaps RRSPs, RRIFs, TFSAs and registered disability
n
savings plans (RDSPs)
Build a financial security plan to help you achieve
your short and long-term goals and dreams
n Review and monitor your financial security plan Keep dreaming,
regularly to help ensure it continues to meet your
changing needs, takes advantage of new financial
but start planning
products and solutions, and helps you stay on If you’ve been too busy to establish and maintain
track to get there a financial security plan, here’s an opportunity to
begin. In a relaxed setting, at a time convenient
to you, we can work together to create a financial
security plan to help you achieve your goals and
dreams. Please contact me today to arrange to get
together. There’s no obligation.
Lawrence Cole, B.B.A.
Financial Security Advisor
Investment Representative
11 St. Peters Road,
Charlottetown, PE C1A 5N1
Freedom 55 Financial and design are trademarks of London Life Insurance Company. Quadrus, 902-892-3062, ext. 224
Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and
Fusion are trademarks of Quadrus Investment Services Ltd. used with permission by Cell: 902-629-9550
London Life Insurance Company.
TM
Solutions Banking products and services are distributed by Freedom 55 Financial, a division of
Fax: 902-628-2228
London Life Insurance Company and is a registered trademark of Power Financial Corporation.
National Bank of Canada is a licensed user of these trademarks.
lawrence.cole@f55f.com
Solutions Banking products and services are provided by National Bank of Canada. www.lawrencecole.ca
