Darren Sweeney

Insurance and Wealth

About Me

I take the time to get to know my clients and develop a plan to meet their current and long term needs including wealth, education savings, life, health, disability, critical illness and long term care.

I am able to find you the best products through our broad network of trusted Canadian carriers and associations. My clients are families and individuals who are at various stages in life. Whether you are working or already retired, looking for yourself, or looking for coverage for a family member, I value the opportunity to assist you in creating the best financial plan taking into account where you are today and where you want to be in the future.

Insurance and Wealth Specialties: I work with clients to design strategies that fits their budget and lifestyle so they have piece of mind knowing that their savings, tax, estate, final funeral expenses and philanthropic concerns have been properly addressed.

Are you a business owner? I can help business owners with their own individual life and savings needs as well as business health and pension benefits. As a broker, I can develop the right group health or pension benefits plan that works for you and your employees no matter what the size.

Financial Planning

Individual/Family

Financial Assessment
Estate Planning
Investment Planning
Retirement Planning
Life and Health Insurance Planning
Tax Planning

Wealth Management
Philanthropic Giving Strategy

Businesses

Financial Assessment
Corporate Life Insurance
Key-person Insurance
Buy Sell Insurance
Group Health Benefits (including Health Spending Accounts)
Group Pension Plans

Life Insurance

Term to 100 Life Insurance
Term Life Insurance
Whole Life Insurance
Permanent Life Insurance
Cash Value Life Insurance
Universal Life Insurance
Guaranteed Life Insurance
Mortgage Life Insurance
Joint Life Insurance
Senior’s Life Insurance
Life Insurance for Children
No Medical Exam Insurance
Funeral Insurance
Supplemental Life Insurance
Accidental Death & Dismemberment Insurance

Wealth and Savings

First Home Savings Account (FHSA)

Retirement Savings Plan (RRSP)
Tax Free Savings Account (TFSA)
Registered Retirement Income Fund (RRIF)
Registered Education Savings Plan (RESP)
Segregated Investment Funds
Annuities
- Guaranteed Income for Life
- Guaranteed Minimum Withdrawal Benefit Contracts - GMWBs
Locked-In Retirement Accounts (LIRAs)
Exchange Traded Funds (ETFs)
Guaranteed Investment Certificates (GICs)

The Smith Manoeuvre

This approach transforms your mortgage into a wealth-building tool without requiring additional monthly expenses.

Living Benefits

Cancer Insurance
Critical Illness Insurance
Long Term Care Insurance
Disability Insurance
Income Replacement Insurance
Health & Dental Insurance
Travel Insurance
Visitors to Canada Health Insurance

Banking Services

Manulife One Banking (Savings and Mortgages)
Reverse Mortgages
Rental Property Cash Damming

High Interest Savings Accounts
RRSP Loans
Infinite Banking Concepts

Phone or online meetings available - Monday through Saturday

Phone: 519-746-7221

Email: info@darrensweeney.ca

Page updated

Report abuse