Services
Starting with the fact that WE ACTUALLY MEAN the above statement.
At CWF, we pride ourselves on actually doing what other companies say they’ll do. We take that extra step and we walk that extra mile. We don’t cut corners to make our lives easier. We don’t stop searching because we’ve already found it. We will keep searching for better products and continue to provide better services because we want to find better. This is a promise from us to you.
Insurance – CWF offers individuals a wide range of products and services from life, critical illness, travel to health insurance and much more.
Investment – Whether you’re saving for a home, an education, a vacation, or a comfortable retirement, we have the right investment vehicles to get you there quickly and in line with your investment philosophy. So whether you’re a gung-ho aggressive investor, or a risk adverse prudent investor, we can design a plan that’s just for you.
Group Benefits – We are also a leading supplier of group benefits and group retirement and savings plans in Canada. We provide employers and associations across the country with life insurance, health insurance and pension and retirement products for the protection of their employees. We can integrate group benefits and retirement savings plans, and ensure clients receive the highest quality level of service in Canada.
Mortgage – With access to a vast array of lending institutions across Canada such as major banks, credit unions, trust companies and private funds, with over 200 lenders within our grasp to help you obtain the best lending solution in Canada.
* Referral arrangement through our affiliated partners
** Transactions affiliated through Ampex General Insurance Brokers Ltd.
*** Partnership arrangement through Leduc International Financial Services Inc.
**** Transactions affiliated through CWF Group Mortgages – The Mortgage Centre. License #12786. Each Mortgage Centre is independently owned and operate.
Financial Planning
Risk Management
- Life Insurance
- Guarantee Issue Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Mortgage Insurance
- Individual Health Insurance
- Long Term Care Insurance
- Travel & Visitor Insurance
Education Planning
Retirement Planning
- Investment Account
- Tax-Free Savings Account (TFSA)
- Registered Retirement Savings Plan (RRSP)
- Retirement Solutions
- Retirement Compensation Arrangement (RCA)
- Individual Pension Plan (IPP)
- Insured Annuity
- Registered Retirement Income Fund (RRIF)
- Life Income Fund (LIF)
- Locked-In Retirement Account (LIRA)
Wealth Management
Tax Planning
Business Planning
- Business Risk Management
- Business Collateral Loan Insurance
- Key Person Insurance
- Buy-Sell Agreement
- Group Benefits
- Business Solutions
- Private Health Services Plan
- Employee Profit Sharing Plan
- Health & Welfare Trust Plan
Real Estate*
General Insurance**
Immigration***
Mortgages****
- Secure Life of Credit
- Debt Consolidation
- Home Refinancing
- Home Renovation
- Home Equity Loan
- Mortgage
- First Mortgage
- Second Mortgage
- Private Mortgage
- Commercial Mortgages
- Construction Financing
- Specialty Financing (JV, Land Servicing)
- Investment Properties (Multi Residential, Student Housing, Gas Station, Retail Plazas)