Our Products

At Transitions Wealth Strategies, we develop strategies for small business owners to build and unlock the value that they’ve created in their businesses. Often times, products and services are used to implement these strategies. We use, and in some cases sell, the products listed below, as “tools”.

As we implement life, disability, critical illness and group insurance strategies we typically use one of Great-West Life or Manulife Financial as the product supplier. For very small businesses we will often recommend Benefits By Design as a more affordable group insurance alternative. We usually use Investment Funds or one of the major Banks to implement savings and investment strategies.

Following are some of the products we use.....

• Term, Universal Life and Whole Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Group Insurance
• Health and Welfare Trusts (HWT)
• Personal Health Spending Plans (PHSP)
• Group RRSPs
• Invesment Products
• Segregated Funds
• Life and term certain annuities
• Guaranteed Interest Options (GIOs)
• RRSP, RRIF, LIRA, LIF registered savings plans
• TFSA – tax free savings accounts
• Individual Pension Plans (IPP)
• Retirement Compensation Arrangement (RCA)

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