CLARK FINANCIAL GROUP
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    • INVESTMENT PLANNING >
      • Portfolio / Pension Analysis
      • Diversified Product Offerings
      • Retirement Savings
      • Education Savings
      • Repositioning | Rebalancing
      • Maximized Risk-Adjusted Returns
    • TAX PLANNING >
      • Tax Analysis
      • Tax Return Coordination
      • In-depth Personal Tax Planning
      • Business Tax Planning
      • Tax Minimization Strategies
    • RISK MANAGEMENT >
      • Life Insurance
      • Critical Illness & Disabilty Insurance
      • Long-Term Care Insurance
      • Asset Allocation to Reduce Risk
      • Review Money Managers
    • RETIREMENT PLANNING >
      • Retirement Income Analysis
      • Assessment of Objectives
      • Retirement Expense Analysis
      • Retirement Cash Flow Projection
      • Retirement Education Sessions
      • RRSP
      • TFSA
    • LEGACY PLANNING >
      • Estate Planning Analysis
      • Wills & POA
      • Charitable Giving
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      • Access to Legal Network
    • LIFE PLANNING >
      • Eldercare Issues
      • Workplace Transitions
      • Healthy Living
      • Referral to Other Professionals
      • Other Non-Financial Advice
    • CLIENT EXPERIENCE >
      • Deep Client Discovery
      • Client Actions Plans
      • Regular Status Reports
      • Consistent Communication
      • Proactive Problem Resolution
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  our services

Personal Services

Personal Financial Plans
Life Insurance
Critical Illness Protection
Disability Protection
Estate Planning
Wills and Powers of Attorney
Income Tax Preparation
Asset Consolidation Service
Individual Health Insurance
First Time Home Buyers Plans

Investments

​​​RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings Plan)
LIRA (Locked-in Retirement Account)
LIF (Life Income Fund)
TFSA (Tax Free Savings Account) 
RESP (Registered Education Savings Plan)
RDSP (Registered Disability Savings Plan)
Segregated Funds
GIC (Guaranteed Investment Certificate)
Guaranteed Lifetime Income

Corporate Services

Buy/Sell Agreement Funding
Creditor and Collateral Protection
Overhead Expense Protection
Key Person Life and Disability Protection
Payroll Deduction Investments
Split Dollar Agreements
"On Site" Retirement Planning Services

Employee Benefits

Group Benefits Programs (Drug, Dental, Long Term Disability, CI)
Out of Province Coverage
Health Spending Accounts
"Early Buyout" Investment Plans
Group RRSP
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2024 © Clark Financial Group is an insurance brokerage licensed to sell life insurance and investment products in Ontario, Canada.  Policy obligations are the sole responsibility of the issuing insurance company. Issuance of coverage is subject to underwriting by the respective insurance company. Please see policy documents for full terms, conditions, and exclusions. The logos and trademarks used here are owned by the respective entities. Refer to our Privacy Policy and Terms of Service sections for additional information.
  • HOME
  • The Team
    • Carriers
  • Our Services
    • FINANCIAL MANAGEMENT >
      • Mortgage & Debt Analysis
      • Cash Flow Analysis
      • Cash Flow Projection
      • RRSP Leverage/Loans
      • Financial Goals
    • INVESTMENT PLANNING >
      • Portfolio / Pension Analysis
      • Diversified Product Offerings
      • Retirement Savings
      • Education Savings
      • Repositioning | Rebalancing
      • Maximized Risk-Adjusted Returns
    • TAX PLANNING >
      • Tax Analysis
      • Tax Return Coordination
      • In-depth Personal Tax Planning
      • Business Tax Planning
      • Tax Minimization Strategies
    • RISK MANAGEMENT >
      • Life Insurance
      • Critical Illness & Disabilty Insurance
      • Long-Term Care Insurance
      • Asset Allocation to Reduce Risk
      • Review Money Managers
    • RETIREMENT PLANNING >
      • Retirement Income Analysis
      • Assessment of Objectives
      • Retirement Expense Analysis
      • Retirement Cash Flow Projection
      • Retirement Education Sessions
      • RRSP
      • TFSA
    • LEGACY PLANNING >
      • Estate Planning Analysis
      • Wills & POA
      • Charitable Giving
      • Business Succession Planning
      • Access to Legal Network
    • LIFE PLANNING >
      • Eldercare Issues
      • Workplace Transitions
      • Healthy Living
      • Referral to Other Professionals
      • Other Non-Financial Advice
    • CLIENT EXPERIENCE >
      • Deep Client Discovery
      • Client Actions Plans
      • Regular Status Reports
      • Consistent Communication
      • Proactive Problem Resolution
  • Contact Us
    • Mailing List