Estate and Financial Planning Services (EFPS)

  • Comprehensive and complimentary tax, retirement and estate planning by a professional EFPS planner

EFPS planners are committed to providing objective recommendations that are customized to your unique goals and situation.  DKL Financial helps you realize the full value of your personalized financial plan by working with you to put the plan in action.  As a complement to the services provided by DKL Financial, an EFPS planner is highly skilled in all facets of financial planning – from investment and tax strategies to risk management tactics and wealth protection techniques.  For nearly 50 years, EFPS has helped successful people continue to grow their wealth and preserve it for future generations.

Life and Health Insurance

  • Life Insurance – all types, personally tailored to fit your future needs
  • Critical Illness Insurance
  • Disability Insurance
  • Personal Health Insurance
  • Long Term Care Insurance

Investment Strategies

  • Investment solutions including mutual funds* and segregated funds
  • Tax Planning
  • Registered accounts (RRSPs, TFSAs, RESPs*, Pensions, etc)
  • Tax-efficient non-registered accounts
  • Accumulation and Payout Annuities – guaranteed investments with creditor protection and beneficiary designations
  • Guaranteed Investments Certificates (GICs)**

Business Solutions

  • Group Benefits – extended health care, travel, dental, vision
  • Key Person Insurance
  • Pension Planning
  • Corporate investment strategies
  • Corporate structure planning and review

Access to a team of external professional resources

  • Mortgages
  • General Insurance
  • Accounting
  • Legal
  • Private Banking

 


+The testimonial or endorsement of external resources reflects the view of DKL Finanical Services Inc. only, not those of Sun Life Financial.

* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc. **Guaranteed Investment Certificates (GICs) issued by Sun Life Financial Trust Inc.