Gerry Myers, CFP, CLU, Ch.F.C.
Certified Financial Planner


Telephone: 613-224-5511 Ext. 101
Fax: 613-224-5563
Gerry@PFIP.ca

Through Independent Financial Services Inc., I offer:
Retirement Planning and pre-Retirement Planning
GIC's and fixed income products
Mutual funds from over a dozen of Canada's finest companies

Through IPG Insurance Inc., I offer:
Estate and late stage tax planning
Insurance and risk management planning for individuals and corporations
Segregated funds with stock market and death benefit guarantees
Employee benefit planning
Critical Illness
Annuities and tax favoured payout plans
Life Insurance, Critical Illness Insurance and sickness and accident plans

Referral Network-introductions to some of the best professionals in their fields.

Lawyers with expertise in Family Law, Wills, Real Estate and Corporate law and structures.

Accountants with expertise in Corporate tax and structures and estate and trust planning.

Business evaluators

Mortgage brokers