Gill & Schmall Agencies is a financial planning firm that has been selling investment products for over sixty years. What does this mean for you? We’re not tied to or place preference with any one particular company. We are committed to finding the right fit for you.
With our association with FundEX Investments Inc. on mutual fund business we have the capacity to develop a comprehensive, diversified plan.
Whether you are planning for your retirement, a special purchase, your family’s education or a lasting legacy, let our qualified staff give you a no obligation financial update.
Mutual Funds Provided through FundEX Investments Inc.
Gill & Schmall Agencies specializes in the following services:
Saving for Retirement
You work hard day in and day out and after a lifetime of hard work, it’s time to reward yourself with retirement. Whether it’s through RRSP’s, TFSA’s or another medium we have the ability to develop the right financial plan to help see you through to retirement. When it’s time to retire we will find the solution to provide the right amount of income in the most tax efficient manner.
Saving for your Child’s Education
Maybe little Jimmy dreams of being an architect or little Julie has always dreamed of being a doctor? Funding your child’s education is one of the biggest gifts you can provide. Tuition and other costs are sky rocketing which makes an affordable college or university degree a daunting task.
Don’t worry, through the use of RESP’s and starting a savings plan early can get Jimmy and Julie ready to fulfill those dreams, without leaving them with a lifetime of debt.
The old saying goes there’s nothing certain in life other than death and taxes. Unfortunately, this is a very true statement. There are many aspects that go into estate planning to ensure your family isn’t left with large bills when they’re going through this emotional time. We can help you structure your affairs by ensuring proper beneficiaries are named and the proper amount of funds are accessible to your estate. We always recommend working with your legal counsel to ensure your wishes are documented and that your estate plan is drawn up exactly as you want.