Curry Financial Group Ltd.

General information

No one advisor can be all things to all people, however with our advisors and strategic partners we are positioned to provide you with the best advice possible.

Our Mission is to educate and guide our clients using our team of financial specialists to address their unique needs.

Some of our services include: Life insurance planning, estate planning, income replacement planning, retirement planning, investment management, business owner insurance solutions and employee group benefits.

Lorne specializes in helping companies build custom group benefit plans. He believes the cookie cutter benefit plans offered by the majority of insurance carriers do not fulfill the needs of either employers or employees. Instead of telling employers what they can buy, Lorne asks: "what do you want your benefit plan to do for you?"

Joseph's clients include business owners, professionals and families. He helps them answer the following questions: When will I be in a position where I will not outlive my money? Will my family be OK if I'm not here? Am I leaving a mess for my family if something happens to me? And, will my family and I be OK financially if I can't work due to injury or illness? Most of these questions apply to a business owner and their business as well. Joseph helps clients pay special attention to income protection as it is something often overlooked in our industry.

Specialties

Employee Group Benefits, Critical Illness Insurance, Income Replacement/Disability Insurance, Life Insurance, Retirement Planning