HFI Financial

 

We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning. We have also been very successful in reducing costs of employee programs and providing more tax effective compensation.

health, dental, rrsp, rrif, tax shelter, mutual funds, shared ownership, split dollar, segregated funds, bonds, life insurance, employee benefits, planners, financial, planner, pension plans, offshore, trusts, living buyout, universal life, IPP, rrsp maximums, disability insurance, RCA, levered, financial planning, estate planning, buy sell agreements, group insurance, group RRSP, accident and sickness insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning.

Financial, RRSP, Mutual Fund, Estate Planning, IPP, RRIF, Employee Benefits, Life Insurance, Universal Life, Tax Shelter, Living Buyout, Financial Planning, Retirement Planning, Shared Ownership, Pension, Trusts, Offshore, Shareholder Agreements, Accident and Sickness Insurance, Group Insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

	A Chartered Financial Consultant (CH.F.C.) is a financial planner with advanced knowledge in wealth accumulation and retirement planning.
	A Chartered Life Underwriter (CLU) is a financial planner with advanced knowledge in life and health insurance and employee benefits.
	A Certified Financial Planner (CFP) identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. CFP's have agreed to adhere to high standards of competence and ethical practice as set out by the Financial Planners standards council of Canada (FPSC).  For more about the CFP designation click here
	CALU membership includes many of Canada's foremost practitioners in such fields as Estate Planning, Retirement Planning, Executive Compensation, Corporate-Owned Life Insurance, Charitable Giving and Employee Benefits.  Members of CALU provide experienced and dynamic leadership for the wide range of activities designed to enhance the professional competence of advanced life underwriters. Membership in CALU is restricted to individuals who meet the professional standards set for admission. CALU members provide personal financial, business succession, estate planning and employee benefits services to their clients, many of whom are the owners of family businesses, large and small.
	STEP is the principal professional body for trust and estate practitioners. As such, STEP is a unique international intellectual resource which ensures its members prosper by maintaining the highest professional values.  STEP provides information exchange, educational and discount services to its members. STEP's WorldWide office represents members interests at the international level and assists its branch network in making national and regional representations. STEP was founded with the aim of bringing together all the practitioners in the field and cutting across old established professional boundaries.
	Through a wide range of products and services, the life and health insurance industry helps Canadians to protect themselves and their families against the financial risks of premature death, illness and retirement. These products include individual and group life insurance, individual and group annuities (including RRSPs, RRIFs and pensions) and supplementary health insurance.

To find out more about Qualifications click here

What people are saying:

"Why has no one shown me this before?"

"I didn't think we could do it, until we were shown how."

'Small-business owners may opt for 'Living Buyout', The Edmonton Journal, Sept 26, 1994.

Contact Information

Keith L. Hatton, CFP, CLU, CH.F.C., TEP Telephone: 780-482-2745 FAX: 780-488-1025 Postal Address: #408 - 9707 - 110 St. Edmonton, AB T5K 2L9 Canada

LINKS: 
Associations, Institutes, related organizations
Mutual Fund Companies
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We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning. We have also been very successful in reducing costs of employee programs and providing more tax effective compensation.

health, dental, rrsp, rrif, tax shelter, mutual funds, shared ownership, split dollar, segregated funds, bonds, life insurance, employee benefits, planners, financial, planner, pension plans, offshore, trusts, living buyout, universal life, IPP, rrsp maximums, disability insurance, RCA, levered, financial planning, estate planning, buy sell agreements, group insurance, group RRSP, accident and sickness insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

We are a Canadian Financial services organization specializing in advanced tax sheltering, wealth accumulation planning, business succession, and retirement planning.

Financial, RRSP, Mutual Fund, Estate Planning, IPP, RRIF, Employee Benefits, Life Insurance, Universal Life, Tax Shelter, Living Buyout, Financial Planning, Retirement Planning, Shared Ownership, Pension, Trusts, Offshore, Shareholder Agreements, Accident and Sickness Insurance, Group Insurance, Canadians Can Now Purchase an Affordable US Health Care Plan

Call us toll-free at (866) 444-2745 with questions or comments about this web site.

Copyright © 1996-2007 Hatton Financial Inc.

Last modified: December 14, 2008

 

 

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