Code Financial Group is a boutique office that leverages experience and takes advantage of specialization to deliver customized solutions that meets your needs. We do this through a process of design, education, and automation, providing our clients simplified solutions for their unique situations. In business, such as in life, we understand that working together with a shared vision and aligned goals will make us more effective. Our extensive knowledge enables us to provide a simple, consistent and efficient approach for all new and existing clients.
Many things can factor into a person’s financial strategy, things such as current financial situation, stage of life, employment status, etc. At Code, we take the time to understand the entire picture to ensure the financial strategy recommended for you is tailor made, and reflects your personal objectives. Our promise is to collaborate, educate and provide sound advice throughout the entire process.
Our Planning Process
1 – Discover
Gain a thorough understanding of your current and ideal situation
2 – Design
A collaboration to create your financial code. Developed to reflect your personal objectives.
3 – Implementation
Provide recommendations based on your code, review industry options, select and implement the most favourable alternatives.
4 – Automate
Reduce activation energy by creating a fully automated plan with an automated service agreement.
Our Unique Approach
Who We Help
Whether an economic grower, young family, mature family, preretiree, or retiree
- Life Insurance, Critical illness insurance, Disability insurance
- Segregated Funds & Mutual Funds (RRSP, TFSA, LIRA, RRIF, Education Plans both non registered and RESP)
- GIC Deposits
- Lifetime income benefit plan
- Leverage investment solutions
- Health and dental insurance
Whether a sole proprietor, a partner, or owner of a corporation we can help with;
- Key Person Insurance
- Buy/Sell Funding, Overhead protection plans
- Salary Continuation Plans
- Individual Pension Plans
We work with businesses of all sizes, creating synergies between employee compensation programs and cost. If you have three or more employees we can help with;
Group Benefit Plans
- Traditional benefit plans
- Administrative services only
- Healthcare spending accounts
- Executive benefits
Group Retirement Plans
- Defined Benefit Plans
- Defined Contribution Plans
- Deferred Profit Sharing Plan
- Group RRSP