Services

 

Investment products

 

We offer a variety of investment opportunities that will suit your long-term or short-term goals.

  • RRSPs
  • RRIFs/LIFs
  • Term Deposits/GICs
  • Guaranteed Income Plans for Life
  • Mutual Funds/Segregated Funds*
  • Annuities*
  • Group RSPs
  • Pension Plans
  • High Interest Savings Accounts

 

Retirement, tax and estate planning strategies

 

Proper tax planning results in increasing income, ensuring an orderly, cost-effective transfer of assets to heirs, and reducing income tax, accomplished through the following:

 

  • Tax Exempt Life Programs
  • Pension Maximization
  • Insured Annuities
  • RRIF Insurance
  • Estate Bond
  • All in One Flexible Mortgage Accounts
  • Wealth Accumulation and Succession Planning
  • Intergenerational Transfers
  • Retirement Planning by a Certified Financial Planner

 

Risk Management Strategies

 

Life is full of risks.  We can provide you with options to protect your family and lifestyle.

  • Life Insurance - protection of your family’s financial security in the event of death
  • Disability Insurance – protection in cases where your potential to earn income is affected
  • Critical Illness Insurance – provides options in the event you are diagnosed with serious illness
  • Personal Deferred Compensation Plan – takes over where your RRSP leaves off
  • Long Term Care Insurance – provides income for a long-term care facility or home based care
  • Health, Dental and Travel Insurance

 

BUSINESS/CORPORATE INSURANCE*

 

Every company has valuable assets and people who need financial protection suited to the business' needs.

  • Buy/Sell Funding
  • Key Person and Creditor Insurance
  • Collateral Term Insurance
  • Business Continuation Plus
  • Disability Top-up Funding
  • Office Overhead
  • Executive Deferred Compensation Plans
  • Group RRSP and Pension
  • IPPs

 

We can arrange for private retirement planning for corporations and associations, covering topics such as RRSPs, Mutual Funds, Insured Annuities, Tax Exempt Life Programs, Estate Preservation and Probate Fee Reduction.

* Insurance products provided through multiple carriers.

 

 

 

 

 

 

Our Team

WayneWayne Mizen

President, J. Wayne Mizen Insurance Agency Ltd.

Financial Advisor, Manulife Securities Investment Services Inc. / Mizen Investment Management 

 

MARG MARG MIZEN

Business Manager and Estates Specialist, J. Wayne Mizen Insurance Agency Ltd.

Associate, Manulife Securities Investment Services Inc. / Mizen Investment Management 

 

LORI KIRBYLORI KIRBY

Certified Financial Planner and Insurance Specialist, J. Wayne Mizen Insurance Agency Ltd.

Associate, Manulife Securities Investment Services Inc. / Mizen Investment Management 

 

EMILY MCGOUGHEMILY MCGOUGH

Wealth Management Specialist, J. Wayne Mizen Insurance Agency Ltd.

Client Services Coordinator, Manulife Securities Investment Services Inc. / Mizen Investment Management

 
Our Clients Say...
 

I have received financial advice from a number of people or agencies over several years. This was usually very limited in scope and it did not bring everything together in an integrated and coordinated picture. I was very impressed with the suggestions that Wayne made and with the way he approached my needs and wishes. He has helped me to develop a portfolio with an excellent asset allocation.

- Ronald Pond, M.D.  FRCPC, CHE

client