Gifford Carr Insurance Group

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Financial Planning

A blueprint for a strong financial future

Whether you’re planning for retirement or taking your first steps toward financial independence, having a tailored plan can make all the difference. Our expert advisors craft personalized strategies to help you achieve your goals and build a secure future.

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Guidance for every financial milestone

Financial planning doesn’t have to be complicated. With Gifford Carr by your side, you gain a trusted partner to simplify the process and provide clarity. From managing cash flow to setting long-term goals, we tailor our approach to your unique circumstances, ensuring your path to financial stability is built with care and precision.

Personalized financial planning services

Achieve long-term financial stability with cashflow management

For long-term financial stability

Understand your spending and savings patterns with practical strategies to optimize your finances and ensure stability.

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Financial planning services that turn your vision into reality

For identifying financial goals and how to reach them

Our advisors will work with you to create a personalized financial plan that reflects your unique goals, aspirations, and needs. Together, we will reach your financial milestones with confidence and clarity.

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Savings and investment solutions to build wealth

For building your future

Maximize your financial growth with personalized savings strategies, including Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs), and diversified portfolios designed to match your objectives and risk tolerance.

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Proactive tax and estate planning strategies

For financial peace of mind

Let us work together to create a tailored tax and estate plan that shields your assets and secures the financial well-being of your beneficiaries. Enjoy peace of mind knowing your legacy is in safe hands.

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What our clients say

“Gifford Carr is an outstanding insurance broker! He made the process simple, provided great advice tailored to our company needs, and was always quick to respond. Highly professional and trustworthy—highly recommend!” 

“100% Amazing service! All questions were answered immediately & got a better rate with higher coverage.”

“So easy to work with, so pleasant to talk to. Hassle free, quick and easy!”

“Gifford Carr has been our insurance partner for close to a decade. The team is highly professional, delivers an exceptional level of client service, and provides value in protecting and supporting our business.”

“Easy 5-star review. Gifford Carr always provides prompt, friendly and professional service. They make dealing with insurance a pleasant experience. Pricing and coverage are also always very competitive.”

“Gifford Carr has been fantastic as our construction insurance broker. Their expertise, professionalism, and tailored approach make the process seamless and stress-free. They’re always responsive and ensures we’re well-covered at a great value. Truly value personal relationships.”

“We dealt with Gifford Carr this week and our experience was excellent. From start to finish they were efficient and responsive and got us our coverage set up in record time. Highly recommend!”

“Excellent experience. Fast service with a local agent. Great communication from the agent. Very helpful and friendly. They worked with me to give me the best coverage at a much better rate that I was paying.”

Finances that work for you

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If you want smart money that grows, send it to school with us. We can help. 

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