Zulak Financial Group Ltd.

Serving Nanaimo, BC,
Vancouver Island & Canada

 
  CHARITABLE
  Chartiable Gift Planning
  ESTATE
  Estate Planning
  HEALTH PLANS
  Health & Dental Plans
  Private Health Services Plan
  INSURANCE
  Critical Illness
  Disability Insurance
  Long Term Care
  Personal
  Spousal Insurance
  Business Insurance
  INVESTMENTS
  Investments
  Real Estate Investments
  Tax Deferred/Sheltered
  MORTGAGES
  Unique Interest Only
  Mortgage Insurance
  OTHER
  On-Line Travel
  PENSION/RETIREMENT
  Maximization
 

 

 


 
Tax Deferred
Using products which allow taxes to be postponed until a later date. i.e. RRSP's, Annuities. 
 
Tax Sheltered (Sheltering)
Revenue Canada allows insurance companies to issue these plans and maintain their tax sheltered status as long as they satisfy certain conditions i.e. Universal Life can be a way to accumulate wealth on a tax sheltered basis. 

(250) 390-1995  1-800-668-7558
Zulak Financial Group Ltd.