RRSP RELEVANCE

RRSP RELEVANCE

Insurance and Investment Products from the Fredericton Experts

At Front Gate Financial Group, we provide customized financial solutions to clients in a very friendly and "educational" style. As independent brokers, we have access to a number of different carriers with respect to our two divisions: mortgages and insurance/investment planning.

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Finding You the Best Rates

We "shop" the entire Canadian marketplace to find clients the best financial products to meet their needs. We are not biased in our search because we are fully independent, meaning we are locally-owned and operated and neither owned nor influenced by a major financial institution. This is important for consumers so they know they are getting nothing but the “raw facts” from us.

We educate our clients on the various options that are available to them and then tailor the products to fit their specific needs.

Putting Your Needs First

Our ultimate goal is to put the clients’ needs first in every conversation that we engage. We like to say that “we are not ‘peddlers’ of products; we are educators and planners of financial solutions!” With access to numerous carriers and partners, we can deliver the absolute best deals on financial products. Our services are available at our office — or even at your kitchen table. That’s the type of friendly, personalized service that has defined our company since 2005.

Residential and Commercial Lending

The core products offered in our mortgage division would be residential and commercial lending, with an emphasis on debt refinancing and restructuring. If you need assistance in any of these areas, please don’t hesitate to ask.


Insurance and Investment Products

After completing an application, one of our AMP-certified brokers will help determine which lender, terms and conditions best fit your individual needs. When we have an approved deal, we will contact you to set up an in-person meeting to go over the exact details of the deal with you.

In our insurance and investment division, we specialize in:

  • Life Insurance
  • Critical Illness Insurance
  • Guaranteed Issue Products
  • Disability Insurance
  • Registered Education Savings Plans (RESPs)
  • Annuities
  • RRSPs (75/75, 75/100, 100/100)
  • TFSAs
  • IPPs
  • Companies with Alliances
  • Segregated Funds
  • Financial Planning
  • Pension Plans
  • Group Health Benefits
  • ...and much more

We have access to numerous carriers and partners, allowing us to deliver the absolutely best deals to families in the Maritime Provinces of New Brunswick, Nova Scotia and Prince Edward Island. We work with some of the top insurance providers, including:

Ivari™

™ (formerly Transamerica)

Help for Business Owners

Are you a business owner? We can help with the most critical business transactions and transitions. We have vast experience in buy-sell agreements, succession planning and other forms of corporate transitions, whether it’s a sale or merger.

We excel in working with owners of small- to medium-sized businesses. We have saved thousands of small business owners substantial sums of money, whether through reduction in borrowing costs, reduction in premiums for insurance products or reduction in fees with respect to investment and retirement planning. Needless to say, we are highly specialized in helping business owners succeed. Our commercial mortgage capabilities also allow us to satisfy the borrowing needs of many Maritime business owners.

We Deliver Real Service

The word “service” is thrown around today as a catch-all term. We deliver real service. When you work with Front Gate Financial Group, you will truly understand what it means to be served well. That is why when clients use us once, they will keep coming back again and again because, quite frankly, we really do care and we always aim to please. When you call our office, you get a live, living body on the phone, not a menu option with several different numbers to push.

We deal with clients from all walks of life, but believe they all deserve the same, great level of service.

Annuities

In the old days, you’d just give a hunk of cash to the insurance company and in turn they would provide you with a pension for the rest of your life. The new way is to allow customers access to their capital while still maintaining their retirement income.

RESPs

Registered Education Savings Plans (RESPs) make it easy and affordable to attend university. To learn more about RESPs, visit the RESPs Canada Revenue Agency website.

Front Gate Financial Group

33 Main Street

Fredericton, NB E3A 1B7

Hours

Monday- Friday

8:30 AM - 5:00 PM

Monday - Friday 08:30 AM - 05:00 PM

Phone: 506-443-0260 

Toll Free: 1-888-730-9090

Service Area
New Brunswick
Prince Edward Island
Nova Scotia

Professional Affiliations

  • Life Licence Qualification Program (LLQP)
  • Million Dollar Round Table (MDRT)
  • Investment Licence Qualification Program (ILQP)
  • Mortgage Professionals Canada (MPC)
  • Canadian Mortgage Brokers Association (CMBA)
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