carmont group

For over 25 years Carmont Financial has provided financial planning, life insurance, and critical illness coverage to business owners, families and business professionals in the Fraser Valley and across BC. Partnered with the most trusted names in the financial services industry, Carmont focuses on strategies to reduce costs and maximize return on investments. We have a simple 5 step process to ensure our clients reach their retirement goals while protecting what matters most. The Carmont Method: 1. Identify Goals - personal, financial and retirement vision and determine your risk tolerance. 2. Analyze - your unique situation, identify issues and determine solutions. 3. Build - a customized financial plan to help you realize your short and long-term goals. 4. Implement - your financial plan. 5. Review - your financial plan regularly. We help clients both corporate and individuals in the following areas: - Life, Critical Illness and Disability Insurance - Corporate Owned Life Insurance - Tax Planning (Corporate & Individual) - Investment Planning - Retirement Planning - Education Savings - Estate Planning - Mortgage Savings - Debt Management - Employee Benefits - Employee Group Insurance - Succession Planning