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Individuals & Families

We provide tailored strategies to help individuals and families protect, grow, and manage their wealth with confidence.

Personalized Solutions for Life’s Journeys

Life is full of financial decisions, and having the right plan in place can make all the difference. Whether you're building your wealth, protecting your family, or planning for the future, we provide personalized strategies tailored to your unique needs. Our expert team is here to guide you through investments, insurance, and financial planning—helping you achieve security and peace of mind at every stage of your journey.

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Financial Planning

Whether you’re preparing for retirement, navigating a major life transition, or striving to build lasting financial security, Selectpath offers personalized guidance to help you move forward with clarity and confidence. Our approach to financial planning is holistic and flexible—covering everything from education savings and estate strategies to insurance and retirement goals. We tailor our recommendations to reflect your unique values, priorities, and comfort with risk, delivering clear action plans and ongoing support to keep you on track. Choose the level of support that fits your life: comprehensive planning for a full-picture strategy, modular planning for focused needs, or product-based advice when you need quick, practical solutions.

Our Areas of Expertise:

  • Tax-efficient Savings Strategies (RRSPs, TFSAs, RESPs)
  • Retirement Income Planning and Pension Transfer Advice
  • Estate and Legacy Planning
  • Wealth Preservation through Market-Aligned Strategies
  • Integration of Business Ownership into your Personal Financial Future
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Investing

At Selectpath, we believe investing should reflect your purpose, priorities, and personal goals. That’s why we build customized strategies tailored to your life stage, financial objectives, and comfort with risk, whether conservative, balanced, or growth-focused. Our independent advisors offer unbiased guidance, drawing from a broad range of financial institutions to craft solutions that work for you, not for any one provider. With a long-term focus, active monitoring, and seamless integration into your overall financial plan, we help your investments grow with you. Through transparent communication and ongoing education, we ensure you understand how your money is working to support your future.

Our Financial Solutions Include:

  • GICs, Investment Funds, and Annuities
  • High-interest savings accounts
  • Registered Accounts: RRSPs, TFSAs, RESPs, RRIFs
  • Non-Registered Investment Strategies For Additional Growth
  • Business-Owner Strategies Combining Personal And Business Assets Together
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Insurance

Our Advisors help individuals, families, and business owners protect what they’ve worked hard to build with insurance solutions that are strategic, personalized, and rooted in real-life needs. Insurance isn’t just about peace of mind—it’s a powerful tool to safeguard your income, support your family through illness, disability, or loss, and enhance estate planning and wealth transfer. We align every recommendation with your financial goals, offering access to top-tier insurers and a wide range of plan options. As your life evolves, we regularly review your coverage to ensure it keeps pace, integrating it seamlessly into your broader financial strategy for maximum tax efficiency and long-term security.

Our Insurance Solutions Offered:

  • Life Insurance for Family Protection, Income Replacement, and Estate Liquidity
  • Disability and Critical Illness Insurance to support recovery and income stability
  • Long-Term Care Coverage to reduce financial strain later in life
  • Mortgage and Debt Protection options tailored to your situation
  • Insurance for Business Owners: Key Person, Buy/Sell, Succession Continuity
Connect with an Advisor

Whether you’re looking for guidance or simply have a question, we’re here to help.

Submit the form below and a Selectpath Team Member will be in touch shortly.
We look forward to connecting with you.

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Ready to choose your path with confidence?

Explore the options that work best for you.

A Selectpath Advisor will connect with you to better understand your goals and provide personalized guidance and solutions tailored to your needs.

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© 2025 Selectpath Benefits & Financial Inc.

Proudly Designed & Developed by The Branding Firm Inc.

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© 2025 Selectpath Benefits & Financial Inc.

Proudly Designed & Developed by The Branding Firm Inc.