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Lepper Financial Services| Welland ON

Products and Services

We are proud to offer a full range of innovative products and services that will help secure financial health for you and your family.

Financial Security

Group Insurance

Life Insurance

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Blended Life Insurance

Health and Critical Illness Insurance

  • Critical Illness Insurance
  • Long Term Care Insurance
  • Individual Healthcare
  • Disability Insurance
  • Accident Insurance

Saving and Investment Products

Group Investments

Savings and Investments

  • Guaranteed Deposits
  • Guaranteed Investment Funds
  • Segregated Funds

Registered Plans: RRSPs and RRIFs

  • Registered Retirement Savings Plan
  • Locked-in Retirement Account
  • Registered Retirement Income Fund
  • Life Income Fund
  • Registered Education Savings Plan
  • First Homeowners Savings Accout

Annuity Products

  • Annuity Certain
  • Life Annuity

Banking Products

Private Wealth Solutions by referral

Our Insurance Partners

Through our affiliation(s) with MGAs (Managing General Agencies), we are able to offer clients insurance and investment products underwritten by the following companies:

  • Assumption Life
  • BMO Life
  • Canada Life
  • Canada Protection Plan
  • Desjardins
  • Empire Life
  • Equitable Life
  • Foresters Financial
  • Humania Assurance
  • iA Excellence
  • Industrial Alliance
  • ivari
  • Manulife Financial
  • RBC Insurance
  • Beneva Insurance
  • Sun Life
  • The Edge Benefits

For more information, please see my Advisor Disclosure Statement.