What Services Does TiKi Wealth Offer?

🛠️ What Services Does TiKi Wealth Offer? Your All-in-One Guide to Financial Protection and Growth

By TiKi Wealth | Licensed Broker with Experior Financial Group

At TiKi Wealth, we know financial decisions can feel complicated—but they don’t have to be. Whether you're looking to protect your loved ones, save for the future, or build long-term wealth, we offer a full range of insurance and investment solutions tailored to your needs.

Here's a breakdown of what we offer and how we can support you at every stage of life or business.

🛡️ PERSONAL INSURANCE PRODUCTS

✔️ Life Insurance

We offer:

• Term Life Insurance – Affordable protection for a set number of years

• Whole Life Insurance – Lifetime coverage with cash value growth

• Universal Life Insurance – Flexible permanent insurance with investment options

Whether you’re protecting your family, qualifying for a mortgage, or securing your legacy, we help you find the right plan from top Canadian providers.

✔️ Critical Illness & Disability Insurance

Illness or injury can derail your income and lifestyle. We help you plan ahead with:

• Coverage that pays lump-sum benefits if diagnosed with a serious illness

• Income protection for those who can't work due to injury or health issues

👨‍👩‍👧‍👦 FAMILY & FUTURE PLANNING

✔️ Registered Education Savings Plan (RESP)

Help your child graduate debt-free. We’ll guide you through RESP setup, grants, and the best long-term growth options.

✔️ Super Visa Insurance

Welcoming your parents or grandparents to Canada under a Super Visa? We provide fast, CRA-compliant travel medical insurance that meets immigration requirements.

📈 INVESTMENT PRODUCTS & WEALTH BUILDING

We help you grow your money safely and tax-efficiently using a personalized plan that fits your goals:

✔️ Registered Retirement Savings Plan (RRSP)

Ideal for retirement or reducing taxable income now.

✔️ Tax-Free Savings Account (TFSA)

Grow investments tax-free for any goal—emergency funds, travel, big purchases.

✔️ Registered Income Funds (RIF), LIRA, LIF

We assist retirees and former employees in turning savings into tax-efficient income.

✔️ Segregated Funds

Want investment growth with added security? Seg Funds offer guarantees and beneficiary protection, ideal for cautious investors.

🧑‍💼 BUSINESS SOLUTIONS

✔️ Group Benefits Plans

Support your team with:

• Health & dental coverage

• Life and disability insurance

• Wellness benefits

We tailor packages for small businesses, contractors, and incorporated professionals.

🤝 WHY CHOOSE TiKi WEALTH?

• We work with multiple providers—we’re not tied to one company

• You’ll receive customized advice for your specific needs

• You get access to top Canadian insurance & investment products

• We believe in trust, transparency, and long-term client success

🔗 Ready to Explore Your Options?

📅 Book Your Free Consultation
📄 Request a Group Benefits Quote
📧 Email us at info@tikiwealth.com

TiKi Wealth – Protect What Matters. Grow What’s Possible.
Your local licensed broker through Experior Financial Group Inc.