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EastCap Wealth Planning Inc. » Products & Services
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Our Products

Mutual Funds*
Diversify your investment portfolio with our range of mutual funds. With options suited to various risk appetites and financial goals, we provide expert guidance to help you maximize returns and build long-term wealth.

*provided through Sterling Mutuals Inc.

Segregated Funds
Protect your investments with our segregated funds, which offer growth potential and downside protection. Tailored to your risk tolerance and financial objectives, these funds provide stability and security in uncertain markets.
Pension Plans
Whether you’re an incorporated professional or a business owner, we provide expert guidance to help you create a sustainable retirement income stream using Individual Pension Plans (IPP) and Retirement Compensation Arrangements (RCA).
Life Insurance

We offer a range of life insurance products designed to meet your unique needs. Our term life insurance provides affordable, temporary coverage for a specific period, ensuring your loved ones are protected. Our whole life and universal life insurance options offer lifelong protection with the added benefit of cash value accumulation, helping you build a secure financial future.

Annuities
Ensure a steady stream of income in retirement with our annuity options. Tailored to your needs, these financial products provide security and peace of mind, guaranteeing regular payments to support your lifestyle.
GICs
Preserve your capital while earning competitive returns with our Guaranteed Investment Certificates. With flexible terms and reliable interest rates, GICs offer a secure way to grow your savings.
High-Interest Cash Accounts
Maximize your savings with our high-interest cash accounts. Offering competitive rates and easy access to your funds, these accounts provide a safe and convenient way to grow your money while keeping it readily available for your needs.
Critical Illness/Disability Insurance
We offer comprehensive critical illness and disability insurance to safeguard your financial well-being. Our critical illness insurance provides a lump-sum payment upon diagnosis of a serious illness, helping you cover medical expenses and maintain your quality of life. Our disability insurance ensures you receive a steady income if an injury or illness prevents you from working, providing financial stability during challenging times.
Group Benefits/HSA
We offer tailored group benefits and health spending accounts (HSA) for business owners and incorporated professionals. Our group benefits packages provide comprehensive coverage for employees, including health, dental, and vision care, enhancing employee satisfaction and retention. Our HSA’s offer flexible, tax-efficient solutions for managing healthcare expenses, giving you and your employees greater control over healthcare spending.

Our Services

Financial Planning

Planning for your financial future takes time and commitment. We will gather the information we need to provide you with a financial plan that you can feel confident about. This can encompass goal setting, financial protection from the unexpected, and planning for retirement.
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Estate Planning

This involves creating a plan to ensure your wishes regarding your property, finances, healthcare, and other important matters are carried out after you pass away or become incapacitated. We offer highly personalized management and distribution of your assets and affairs. Let us help give you peace of mind, knowing that your wishes will be carried out smoothly when the time comes.

Insurance Solutions

Life insurance, critical illness insurance, and disability insurance are important components of a comprehensive financial plan, providing protection and financial security for you and your family in various scenarios. This can help safeguard your financial well-being and protect your loved ones from the financial consequences of unexpected events, such as death, serious illness, or disability.

Investment Management

Reviewing and managing your investment portfolio is a crucial aspect of financial planning. We will work with you to ensure this remains aligned with your goals and changing market conditions to maximize returns while managing risk according to your objectives and risk tolerance.

Discretionary Portfolio Management Partnerships

This involves implementing investment strategies tailored to your needs. We offer professional expertise and active management guided by current market conditions and potential opportunities. This is an effective way to manage your investments, allowing you to achieve your financial goals while delegating the day-to-day management to experienced professionals.

Pension Solutions & Consulting

Provide education and guidance for your pension plans, including how they work and their benefits upon retirement. We will help you navigate pension planning and management, to secure your financial future after retirement.

Insurance Solutions

Discover comprehensive insurance solutions tailored to safeguard your financial future. From life insurance to critical illness and disability coverage, we offer personalized plans to protect you and your loved ones from unexpected events. Explore our range of insurance options and ensure peace of mind for whatever life may bring.

Life Insurance

Protect your loved ones and secure their financial future with our customizable life insurance solutions. Safeguard against the unexpected and ensure peace of mind for you and your family. Contact us today for personalized coverage tailored to your needs.

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Disability Insurance

Safeguard your income and financial stability in the event of a disability. Our disability insurance provides peace of mind by replacing lost income, allowing you to focus on recovery without worrying about financial strain. Secure your future today with our tailored solutions.

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Critical Illness

Prepare for life’s uncertainties with critical illness insurance. Receive financial support in the face of a serious illness, allowing you to focus on recovery without worrying about the financial burden. Protect your health and your finances with our comprehensive critical illness coverage.

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Success Stories

Working with farmers can be tough, we don't typically trust financial professionals. This teams approach to integrated planning has simplified my financial landscape, providing a sense of control. My family farm is in safe hands!

Bill G.

Generational Farmer

The holistic financial planning approach adopted by the EastCap Wealth team has added structure to my financial life. I no longer chase returns and have a plan to follow. To simply state I now have peace of mind is an understatement. Thank you EastCap.

James D.

Business Owner, Restaurant Chain

With the EastCap Wealth team, it feels like having a skilled nursing team for my finances. They've seamlessly orchestrated my monetary situation, giving me a sense of command akin to managing a successful shift on the ward.
Samantha M.

Registered Nurse

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