Clinton Rayfield
Certified Financial Planner, Life Insurance & Estate Planning Specialist @People Corporation
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WORK HISTORY
Certified Financial Planner, Life Insurance & Estate Planning Specialist @People Corporation
CA
My Role- providing insurance based solutions to our corporate and family clients- provide financial planning advice and guidance to help clients deal with their retirement income and estate plans in tax efficient mannerBusiness Insurance- Key-Man Life and Critical Illness Insurance - Buy-Sell/Shareholder Insurance- Shareholder Agreement audits- Disability Income Replacement- Overhead InsuranceIndividual Financial Planning - Life Insurance and Living Benefits (Disability, Critical Illness, Health and Dental)- Retirement Income Planning (RRSP, TFSA, Pension Income)- Estate and Tax Planning- Education Planning (RESP)
EDUCATION
Humber College
BA
SKILLS
ABOUT CLINTON RAYFIELD
Whether you are trying to grow your business, retain good employees, protect your…
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