HUB Barton Financial Services
HUB Barton Insurance financial services associates are available to review or work with you on any area of your financial planning. Our associates have wide market access and extensive experience in helping Barton clients in both their personal and business planning.
Personal Planning Services
Investment Planning:
Barton Insurance can help you make the most important investment decisions: yours. We can help you choose the most appropriate RRSP, Investment, Mutual or Segregated funds that will benefit you the most.
Life Insurance Planning:
In a market with numerous types of insurance, let HUB Barton Financial Services Associates, who specialize in Life Insurance Planning, help you make the best and most cost effective choice. With access to all companies, there is no limit on how we can help.
Disability Income Protection:
You've insured your car and home and have you insured your pay cheques that provide for your assets and net worth? Without question the most important asset you can own is Disability Insurance. After all, your health is your wealth. Let HUB Barton tailor make a plan that's just right for you.
Critical Illness Protection:
An excellent addition to Disability Insurance, or a stand-alone policy, Critical Illness protection helps assist you financially when you need it most, at the diagnosis of life threatening conditions such as a heart attack, cancer or stroke. It pays a lump sum of tax-free cash to be used any way you see fit.
Long-Term Care Funding:
Provides funds for those who need regular daily care by a nurse or medical professional, once they can no longer care for themselves.
Estate Planning:
The fastest growing service required by people to manage their wealth and provide for the transfer of these assets to their heirs. We have an Estate Planning team that can help preserve what you have spent years building.
Business Planning Services
Buy-Sell Funding:
A significant concern for business owners is how to buy out their partner should he or she pass away or become disabled. What if the partner can no longer contribute to the business? HUB Barton can help you make the best decision to avoid this threat to the ongoing success of your business.
Key Person Insurance:
You have a successful business, do in part to the expertise of one or more key employees. What would happen to your business should they lose their ability to perform these important tasks? Barton Insurance can provide the best solution for you and your business.
Employee Benefits:
As part of an employer's compensation package, these are very important benefits in light of today's costly health care system. Barton Insurance can tailor make group benefits for small and large companies, and has access to the most unique private health services plan in the market: a way for business owners to write off medical expenses never before available until now.
Group RRSP's and Pensions:
A very effective way to maintain employees long term and help provide for their retirement planning. HUB Barton has access to the entire investment industry and can help set up the perfect RRSP or pension plan for your company.
Business Succession Planning:
You've spent years creating and building your business. How do you ensure it will survive to the next generation? Let our financial services associates help plan for this eventuality, and protect what took years to build.
For more information on how our financial services professionals can help, please contact Kevin A. Jones via email at kjones@barton.ca, or phone at 1-800-668-2112.
Use the following contacts for your region:
For more information, please contact us at: 1-800-668-2112 or email at info@barton.ca