Rutherford Financial Services

Alex Rutherford CFP, CLU, CH.F.C. TEP practices primarily in Financial and Estate Planning for Business Owners, Baby-Boomers, and Retirees.

His practice includes:
•Wealth Transfer and Estate planning
solutions for individuals, business owners
and professionals
•Mortgage Insurance, Life Insurance,
Disability Insurance and Critical Illness
•RRSPs, Segregated Funds, Annuities, GICs

Call Toll Free: 1-877-247-3337

History

Established in 1982, Rutherford Financial Services has been recognized as a leader in financial planning and insurance for over 30 years.

Building solid customer relationships is our primary goal and we provide a consistently high level of personalized service to meet the needs of our clients. By offering a full suite of personal and business products we can create a custom solution to address your unique needs.

Services

Rutherford Financial Services offers a full range of financial products for you and your business.

We are available to talk to you about any of the products listed below. We are experienced in constructing both personal and groups plans that are tailored to your unique needs.

What We Offer

We provide wealth strategies & estate planning solutions, retirement income options, LIFE insurance, segregated funds, GIC’s and mortgage insurance.

Contact Us

You may use this form and we will get back to you as soon as we can via e-mail. If you would like to reach us directly please use the telephone numbers to the right. We look forward to talking with you!

ADDRESS:
72 King Street West, Suite 300
Cobourg,Ontario. K9A 2M3

PHONE:
Tel: 905 372 0609
Fax: 905 372 6684
Toll Free: 1 877 247 3337

EMAIL:
rutherfordfinancial@bellnet.ca

Alexander J.D. Rutherford

CRP, CLU, CH.F.C. TEP

Alex Rutherford CFP, CLU, CH.F.C. TEP practices primarily in Financial and Estate Planning for Business Owners, Baby-Boomers, and Retirees.

His practice includes:
• Wealth Transfer and Estate planning solutions for individuals, business owners
and professionals
• Mortgage Insurance, Life Insurance, Disability Insurance and Critical Illness
• RRSPs, Segregated Funds, Annuities, GICs

Alex has been in the financial planning business since 1982, where his career began at Canada Life Head Office in Toronto. He returned to Cobourg in 1987 and established Rutherford Financial Services. He received his Chartered Life Underwriter designation in 1991, Chartered Financial Consultant designation in 1995, Certified Financial Planner designation in 1996 and in 2010 was accepted to the Society of Trust and Estate Practitioners.

Alex’s professional associations include The Financial Advisors Association of Canada – Advocis, Peterborough Chapter; Financial Planners Standards Council of Canada and Canadian Institute of Financial Planners and the Society of Trust & Estate Practitioners, Toronto Branch.

“My mission is to help people identify their financial goals through wealth creation and financial management. To research, market and service high quality financial products and estate planning tools for the benefit and security of my clients through a strategic relationship”

Services We Provide:

At Rutherford Financial Services we have been helping clients protect their most valuable assets for over 30 years. As a leader in both financial planning and insurance, we are committed to awesome customer service and developing customized solutions. This commitment has earned us a reputation for excellence with both personal and business clients who remain with us for the long term.

We take the time to understand all facets of your lifestyle and business so that we can help you:

  1. Protect personal possessions that matter most
  2. Manage and minimize risk for your business and personal assets
  3. Create a financial plan that meets your goals for the future
  4. Develop a cash flow in retirement so you do not run out of money

Rutherford Financial Services offers a full range of financial products for you and your business. We are available to talk to you about any of the products listed below. We are experienced in constructing both personal and groups plans that are tailored to your unique needs.

• RRSPs
• TFSAs
• GICs
• Annuities
• Segregated Funds
• Life Insurance
• Critical Illness Insurance
• Disability Insurance
• Travel Insurance
• Group Benefits
• Health Care Plans
• Mortgages through referral

Strategies & Concepts

1 - The Entrepreneur Financial Priority Pyramid – Semi-Retirement
2 - The Insured Retirement Program
3 - The Estate Bond
4 - Insured Annuity
5 - The Small Business
6 - The RRIF Meltdown
7 - Wealth Transfer and Estate Planning Solutions
8 - Joint First to Die Life Insurance
9 - Guaranteed Withdrawal Minimum Balance Plan
10 - Flo’s Cookie Jar
11 - The Happy Fund

( made with PageXL )
Your browser is out of date!

Update your browser to view this website correctly. Update my browser now

×