Campacci Financial Services Ltd.

Suite 404, #14 - 900 Village Lane
Okotoks, AB   T1S 1Z6
Fax
403-982-4100
Administration contact:
Donna Campacci
403-938-4289
donna@campacci.com
Life Insurance
Registered Tax Plans
Estate & Tax Planning
Disability & Critical Illness
Group Plans
Private Health Services Plan
Individual Pension Plans

Welcome...

The key to our success has been to develop long term relationships with our clients. We believe in developing a personal financial plan which gives you the most flexible & comprehensive financial strategies, allowing you to realize your goals & objectives.

We offer a wide range of brokered products which allow you access to a diversified market. More importantly, our ongoing research allows us to offer modern concepts which maximize the benefits to your Financial Plan. This will assist you to reach financial independence sooner and ensure the financial security of you and your family.

Risk Management

  • Insurance Planning
    life - disability, Critical Illness
  • Employee Benefits
    review - integration
  • Tax Planning
    limit your liability
  • Estate Planning
    protect your family & assets

Business Owners

  • Group RSP's
  • Private Health Services Plans (PHSP)
  • Individual Pension Plans (IPP)
  • Employee Benefit Programs

Financial Management

  • Tax Planning
  • Education Planning
  • Investment Planning
  • Credit Management
  • Retirement Planning
    before and after

Products Offered

  • Tax Deferred Investments
  • Segregated Funds
  • Life Insurance
  • Disability Insurance
  • Seminars
  • Newsletters
  • Computerized Planning
  • Private Investment Counsel