Kurt Baumgartner

Telephone: 613-224-5511 Ext 103
Fax: 613-224-5563
kurt@PFIP.ca
Languages: English, German
Available to the Residents of: Ontario & Quebec

Through Independent Planning Group Inc., I offer:
Registered retirement savings plans
Registered education savings plans
Registered retirement income funds
Group registered retirement savings plans
Pension maximizing programs
Individual pension plans
Employee pension plans
Deferred profit sharing plans
Tax-deferral programs and tax-sheltered income plans
Guaranteed investment certificates
Derivative and index funds
Labor-sponsored investment funds
Mutual funds
Investment counseling
Retirement planning
Personal financial needs planning

Through IPG Insurance Inc., I offer:
Disability income protection
Critical illness and long-term care insurance
Term, permanent and universal life insurance
Employee life, disability, health and dental plans
Employee benefit planning
Key personal life and disability protection
Estate planning and conservation
Business overhead expense plans
Annuities and tax favoured payout plans
Segregated funds
Term-certain and fixed annuities

Services

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