Our Services

 
At Gerald Cilliers Financial Services, we would like the opportunity to assist you whether you are a  career-minded single, a family or perhaps a  business owner or company executive.  We believe in looking at your investments as just one part of a whole financial plan for you.  We offer a full range of services to help you examine your financial goals and select the options that will best suit your needs, timeframe and investment style.


Some of the NO- FEE Services we offer:

Buy-sell and partnership agreement funding for Businesses
Child insurance and savings policies
Deferred Compensation Agreements for company executives
Employee Benefits Plans
Financial Needs Analysis and planning
Guaranteed Life Insurance products
Income Replacement through life, health & disability insurance
Mortgage Reduction Strategies using your home equity
Pension and Group Retirement Services
Protecting Income through Life & Disability Insurance  products
Retirement & Estate Wealth Planning
Succession planning for business owners
Tax - Efficient Strategies for Estate and Business planning
Wealth Management and Investment Strategies

Some of the Products we offer to meet your needs:


Critical Illness Insurance
Disability Insurance for individuals and employers
Group RRSP's
Guaranteed life and accidental death insurance
IPP  - Independent Pension Plans for business owners.
Health & Dental plans - new, or to replace your lost benefits
Life Insurance - Term, Universal and Whole Life products
Long term Care Insurance
Mortgage Life & Disability Insurance products
Travel Insurance

Annuities - all kinds
GIC's, Savings, deposit and chequing accounts
Mutual Fund Investments
RESP's  - Registered Educational Savings Plans
RRSP's - Registered Retirement Savings Plans
Reverse Mortgage products for Seniors
Segregated Mutual Fund Investments with capital & Creditor-proof guarantees



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