Services

We offer a wide range of financial services designed to preserve and enhance your wealth.

  • Retirement Planning
  • Retirement Income Planning
  • Estate Planning
  • Insurance-based Farm Estate Planning
  • Wealth Management
  • Financial Advice
  • Second Opinions

Financial Security

 

Your financial security depends on the decisions you make now. There are numerous incentives available to individuals who wish to set aside income for use in the future.   Much of the work we do involves helping individuals plan for their retirement or assist them to maximize their income in retirement.

 

Viking Wealth Management offers a broad range of products and services to meet the varying wealth and risk management needs.  We will help you determine what financial products are right for you.

An overview

 

How you can benefit from our services

 

  • You get access to a variety of top investment and insurance products in Canada.
  • You get great service no matter what type of financial products you hold.
  • You can transfer your existing investments, including your retirement accounts without having to contact your previous advisor or financial institution.
  • We will provide tracking of all investments for clients.
  • We provide free on-line access to your Investment Fund accounts 24-7
  • You get excellent retirement planning advice. We are continually educating ourselves to keep informed of new products and market changes.
  • All GIC deposits are insured: up to $100,000 per account for Bank, Trust Companies and Life Insurance Companies**

 

* Tax, MVAs or withdrawal fees may apply.

** Click for more information about CDIC ... ASSURIS

Products

Investment Products

Viking Wealth Management is a one-stop shop for purchasing investment products and solutions including:

  • Mutual Funds*
  • Segregated Fund Policies
  • GICs
  • TFSAs
  • Annuities
  • RRSPs, RRIFs, LIFs
  • Pensions

*Mutual funds are sold through Investia Financial Services Inc.

 

To learn more

 

 

Insurance Products

Viking Wealth Management is contracted with several insurance companies to give clients choice of company and product. 

To learn more