Members

Kildonan Business Club

James W. (Jamie) Kraemer

TFI Financial Services

21-C Murray Park Road
Winnipeg, MB, R3J 3S2
Phone: (204)-954-7526
Fax: (204)-954-7525

Email:james@tfifinancial.ca
Website:www.tfifinancial.ca
Kildonan Business Club

About TFI

  • Was established in 1981.
  • Is an independent consulting firm providing Thorough, Focused and Integrated financial and estate planning services.
  • Assembles current planning ideas in use across the country from all disciplines to support its financial and estate planning advice. We strive to be creative in our planning, and provide strategies and products that are innovative and consumer accountable.
  • Acts as a valuable resource to legal and accounting professionals, as well as other investment and insurance professionals.

Services

  • Investment Portfolio & Insurance Program Evaluations
  • Retirement and Estate Planning
  • Severance Package Design
  • Charitable Gift Planning
  • Group Insurance, Pension Plan, DPSP, and Group RRSP Review

Products

  • RRSPs, RRIFs, RESPs, Annuities, GICs, RCA Trusts
  • Pension Plan, DPSP, and Group RRSP Programs
  • Individual & Corporate Life and Disability Insurance
  • Group Insurance & Private Health Services Plans

Our Financial Planners are registered for the sale of Mutual Funds. They are registered through FundEX Investments Inc. Mutual Fund Dealer.

Kildonan Business Club - Fundex Investments