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Financial planning

Personal Finance · Retirement Planning · Mortgage And Lending · Investment And Saving

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Plan your Work - Work Your Plan | RRSP | TFSA | RREP | Retirement PEI Financial Advisors | Serving all PEI including Summerside, Charlottetown, Hunter River, Kensington , Montague, Souris, Alberton, O'Leary, Tignish, Wellington, Kensington, Morell, Mt Stewart, St Peters, Cardigan

1-902-940-5927 | Island Wide Toll Free 1 844 940 5927 | office@peibf.com

Financial planning for PEI: Life Insurance PEI is pleased to work with the industry leaders in financial planning and management. From retirement planning to succession planning our experts have the expertise to understand your needs and show you how to fulfill them. Together, we can create a personalized plan for either business or individuals that addresses you and/or your staffs goals for the future, and evolve that plan as needs and situations change. We'll help you plan to meet your goals and expectations for now and in the future. Please contact us to arrange for a free consultation and we can partner you with the consultant that best suits your individual needs. Call 902 940 5927
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    Request A Free Retirement Plan Consultation 
    ​With some many options its time to sit down and talk

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Tax free Savings Calculators
Tax Free Savings Accounts VS RRSP
Retirement Calculators
Segregated Funds VS Mutual Funds
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For all Your Insurance Needs 

Home . Contact Us   | Call: 1-844-940-5927 | Local 902 940 5927
​61 Capital Drive, Charlottetown PEI C1E 1E8​

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  • Home
  • Insurance Products
    • Health and Dental
    • Travel Insurance
    • Mortgage Insurance
    • Term Insurance
    • Whole Life
    • Disability
    • Critical Illness
    • Long Term Care
    • Auto Insurance
    • Home Insurance
  • Information Links
    • Mortgage Insurance VS Life Insurance
    • Retirement Planning
    • Income Replacment Calculator
    • Retirement Calculator
  • Brokers
    • Paul Trainor
    • Steven MacEachern
  • Location
  • Contact
  • Mortgage Brokers
    • Mortgage Insurance Pricing