OUR SERVICES

Financial Planning Services

Thierman Financial of Prince Albert offers a variety of financial products and services that work together to create your personalized financial plan. When it comes to building your wealth and providing financial security, we strive for a long term relationship with you and your family.

Investments

Investment options we offer at Thierman Financial include:

  • RRSPs, RRIFs, TFSAs, locked-in RRSPs, non-registered accounts
  • GICs, term deposits, segregated funds, real estate investments, REITs, UDIs, annuities
  • Investment Planning

Retirement Planning and Estate Planning

Careful financial planning now will allow you to live comfortably in both the present and in retirement while ensuring tax implications are minimized to you now, in the future and to your estate. We can help create the right retirement plan and estate plan for you and your family.

Retirement options we offer include:

  • RRSPs, RRIFs, TFSAs, LIRAs, locked-in RRSPs
  • Pension roll outs
  • Group RRSPs and group benefits
  • Understanding government benefits including Canada Pension Plan (CPP), Old Age Security (OAS), Guaranteed Income Supplement (GIS) and various tax incentives
  • Retirement Planning and Estate Planning

Insurance

Sometimes things happen in life that you just can’t control. It’s important to be prepared and protected against such circumstances. Speak to us about your options for protecting against the what-ifs in life.

Our insurance services include:

  • Term life insurance, universal life insurance, participating (PAR) whole life insurance
  • Disability insurance
  • Critical illness insurance
  • Long-term care insurance
  • Buy-sell agreements and key-person insurance
  • Group benefits
  • Insurance Planning and Estate Planning

Education Planning

Post-secondary education may seem far away, but as tuition and expenses continue to rise, it makes sense to start planning for post-secondary education early on.

Our products and services include:

  • RESPs
  • Participating (PAR) whole life insurance
  • Education Planning

Debt, Credit and Cash Flow Management

Understanding your monthly cash flow and managing your debt are part of a healthy financial plan. After all, you work hard for your money. Shouldn’t you stay in control of it?

The products and services we provide include:

    • Manulife One
    • Mortgages
    • Lines of credit
  • Budgeting and Cash Flow Planning
Our Partners

Product Providers

To ensure you have access to the best solutions, Thierman Financial of Prince Albert has relationships with the following companies:

Professional Partnerships

We also have relationships with the following organizations to help serve you better: