Money Concepts Prince George

Address: 492 Victoria St

Phone: 250-564-7484

Fax: 250-564-7490

Email: info@moneyconceptspg.bc.ca

Products & Services

• Family Financial Planning
• Investment Planning
• Retirement & Estate Planning
• Business Succession Planning
• Changes to CPP
• Employee Benefit Analysis
• Group Employee Benefits
• Pension Plan Analysis
• Personal/Corporate Tax Deferral
• Arm's-Length Referrals to Legal Professionals
• Arm's-Length Referrals to Accounting Professionals
• RRSPs, RRIFs, RESPs
• RESP Guide
• Tax Free Savings Account (TFSA)
• Tax Tips for TFSA's
• Mutual Funds
• Segregated Funds
• Pension Plans
• GICs, Deposits
• Mortgage Insurance
• Disability Insurance
• Critical Illness Insurance
• Term Life Insurance
• Universal Life Insurance
• Business Insurance