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Financial Services

    Eric Roy Financial Services caters to all types of investors and clients who wish to get advice on financial  Protection, Planning and Performance:

    All financial products have the potential of meeting your needs and expectations. But, ultimately, it is only after an in-depth analysis of your assets, your objectives and a rigorous assessment of the risks that Eric will suggest customized solutions for you.

    Products and services – overview


  • Exempt market
  • Life insurance
  • Cash Flow™
  • Infinite Banking™
  • Annuities
  • Education savings / RESP (registered education savings plans), RRSP, TFSA, LIRA, and more
  • Disability and long-term care insurance
  • Investment funds management
  • Financial advice
  • Portfolio management (in partnership with Newport/Lonsdale and Croft)
  • Personal and business line of credit and mortgages ¬ (in partnership with Manulife One)

 

PLANNING    •    PROTECTION    •    RETURNS