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As certified financial planners, we are well positioned to offer a wide range of investment and insurance solutions for your individual and Corporate needs.

• Financial Planning
• Insurance Solutions
• Investment Solutions
• Mortgages
• Seminars
• Referral Network

Some of the many reasons to talk with the Donaldson Niblett Financial Group:

• Effective income splitting
• Tax deductible interest
• Estate freezes
• New RESP rules  
• Termination packages  
• Private corporations  
• Paradigm shifts  
• Tax advantaged income  
• Retirement income strategies  
• U.S. estate taxes  
• Triple play  
• Estate planning  
• Charitable giving 
• Retirement Compensation Agreements  
• Family cottage succession  
• Royalty income  
• Mortgage pay down methods  
• Surviving separation and divorce  
• Selling your business properly  
• Revenue Canada's "loopholes" 
• Commuted values  
• Power of marginal tax rates  
• Offshore inheritance trusts  
• Systematic withdrawal plans  
• Beneficiary designations