Founded in August 1995 by company president Alden Kaley, York Financial Services has grown into one of the premier life insurance, investment and estate planning firms in the city of Fredericton. Our brokers are licensed to serve clients all over New Brunswick, Nova Scotia, PEI, and Ontario. The brokers at York Financial Services Inc. proudly represent many of the finest financial services compani
es in Canada, including Industrial Alliance and Canada Life. We look forward to continuing to serve our valued clients for many years to come. Services we offer:
Insurance:
• Life Insurance:
o Universal Life, Term insurance, Permanent Insurance, Whole Life, Mortgage Protection Life Insurance
• Business Insurance:
o Key Person Life, Disability and Critical Illness Plans, Group Insurance Plans
• Health & Dental Plans:
o Individual and Group Insurance
• Critical Illness Insurance:
o Individual and Corporate
• Disability/Income Replacement Insurance
• Long Term Care Insurance
• Travel Insurance
Investments:
• Registered Retirement Savings Plans (RRSP’s)
• Non-Registered Savings Plans
• Pension Rollovers:
o Locked in Retirement Accounts (LIRA’s)
o Life Income Funds (LIF’s)
• Registered Retirement Income Plans (RRIF’s)
• Tax Free Savings Accounts (TFSA)
• Guaranteed Minimum Withdrawal Income Plans, Annuities
• Registered Education Plans (RESP’s)
