R.P.Clarke Financial Services
About Us

Ron Clarke is an Independent Broker who has been in the Financial Services Industry since 1967, specializing in Insurance/Financial Planning since 1993. He is a Certified Financial Planner (CFP) licensee and holds the Chartered Life Underwriter (CLU) designation, indicating his commitment to providing the "right" services and products to his clients in a way that will benefit them and their families now and into the future.

 

Mission Statement

To do the best we can in the time we've got.

 

Licensed with the following Life Insurance companies:

Canada Life Great West Life Manulife Financial Sun Life Financial Equitable Life
Standard Life RBC Insurance BMO Insurance Transamerica Life Empire Life

 

The Four Cornerstones of our Commitment to You

1) Show you ways to provide More Money for retirement without compromising your current lifestyle or by assuming more risk (if possible) when your money is handled in the Most Efficient and Effective manner - "Maximize the Efficiency of Assets"

2) Assist you to create an estate that will provide for your short to mid-term goals and see you into and through your retirement years

3) Assist you to protect your assets in the most tax-advantaged manner to ensure that money will be available to you when needed

4) Preserve your assets to the extent that you wish to pass on to the next generation, so that these assets will not be eroded by taxes or exposed to creditors


 

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