Thames Financial and Insurance Solutions 519.642.0440 or 519.681.0179
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FINANCIAL SOLUTIONS

  
PROTECTING YOUR INVESTMENTS

Thames Financial provides personal attention and effective management relationships for our clients. We represent major life insurance and mutual funds companies in Canada providing a wide range of products and access to experts within each company.

Our highly experienced advisors are here to assist and advise you taking into account your specific requirements. Unlike those who provide advice based on the size of your investment portfolio, we focus on your needs including tax savings, investment growth and sleep ability; your desire to make sure your investments chosen will not make you worry when the market or interest rate changes.

  • we assess where you're at and established your goals by creating an Investment Plan
  • make recommendations of the types of accounts you might use for your investments
  • monitor your investments
  • and much more

"We make house calls" 
Yes, we sit down with you in the comfort of your own home to discuss your investment needs.

OUR PRODUCT SOLUTIONS

MUTUAL FUNDS*

Wide variety of specialized fund choices
Low management fees providing potential higher rate of return without guarantees
Access to specific savings programs such as Registered Disability Savings Plan

SEGREGATED FUNDS**

Guaranteed monthly income for retirement
Transfer of investments to family at death without incurring legal, accounting or probate costs
Principle guarantee at maturity and death
Locking in market gains without being taxed

ANNUITIES***

Lifetime guaranteed income
No investment decision stress
No probate, legal or other administration costs
Lower tax through combining principle and interest as an income







*Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Mutual funds products are offered through Fundex Investments Inc.

**Segregated funds products are offered through Fundex Investments Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

***Insurance products provided through multiple insurance carriers.

 
CALL US TODAY TO FIND OUT HOW WE CAN PROVIDE YOU WITH PEACE OF MIND INVESTMENTS