About Us

Bob Vickery has over 30 years of experience in the financial field. Bob was involved in the management of a major Canadian Banking Institution for 16 years prior to entering the life insurance, disability insurance and investment field. Bob's vast experience enables him to handle all of your financial needs including:

Services

• Insurance Needs Analysis for personal and business
  
• Disability Needs Analysis
• Retirement Needs Analysis
• Estate Planning

Products

• Life Insurance - Your Untimely death could create a financial burden for your loved ones. We have the solution!
  
• Disability Insurance- Out of 1,000 people age 40, 453 will become disabled before age 65. Are you covered?
  
• Critical Illness Insurance
• Financial Planning and Investments
  
• Mutual Funds - Mutual funds are one of the key building blocks in a sound financial plan. Mutual Funds offer professional management of investments where individuals pool their money to share in the growth and income generated by the pool.
  
• RRSP and GIC Seg Fund - An RRSP is the most significant financial opportunity available to Canadians. RRSP investment grow tax free, and the power of long-term tax deferred investing can be substantial. RRSP's must be converted to an annuity, an RRIF or taken in cash in the year you turn 71.Tax Free Saving Accounts and RDSP are also available.
  
• RRIF or Life Annunity - An RRIF gives you flexibility to determnine how much money you take from your retirement fund, plus you maintain control over your investments. An annuity guarantees a life income, but you loose the flexibility inherent in an RRIF.

Call me today at 705-327-7600 or visit my office located at 10 Peter St. N. Suite 204 in Orillia ON