Our Services

always working for you!

At Jon E. Cayanong Services Financier, we partner with our clients by providing exceptional consulting services that are catered specifically to their needs. Take a look below at the services we offer and get in touch to achieve the results you want.

Tax Filing & Planification

An online experience using ZOOM TECHNOLOGY to break down all your tax needs. We will walk you through a full questionnaire to ensure you don't miss out on any deductions or tax credits you are entitled to in order to maximize your refunds and explore tax reduction strategies

Investing

We help simplify the approach to help finding the right investment strategy for you. Just like your doctor, we go through a Financial Needs Analysis exercise to assess and determine what kind of investor you are and from there, align the appropriate investment strategy

Eg. of Product offerings:

Guaranteed Investment Certificates
Guaranteed Segregated Funds
RRSPs, RRIFs
Registered Education Savings Plans
Life Income Funds

Insurance

Our company does a lot more than just sell life insurance. We know how to apply it in specific situations, how to leverage the value of insurance so that our clients get the most out of their estate, business and tax planning.

Demystifying Insurance products is what we are good at. As a broker, we are contracted with multiple companies, thereby shopping the Insurance market for your particular needs, so that you end up acquiring the insurance product that suits your needs, at an affordable cost!

Other Services & Product Offerings

BANKING ● MASTERING YOUR BUDGET ● INSURANCE PROTECTION ● INVESTMENT PLANNING ● CHILD EDUCATION PLANNING ● FIRST-TIME HOME BUYERS PLAN ● PERSONAL INCOME TAX ● MISCELLANEOUS COST SAVING STRATEGIES

INSURANCE

- Term Life Protection - Whole Life - Universal Life - Paid up Insurance in 8,10,15,20 Years - Guaranteed Cash Value Insurances - Critical Illness Protection - Return of Premiums Paid - Disability Protection - Health & Dental Insurance - Auto/Home Insurance - Visitors to Canada & Travel Insurance -

INVESTMENTS & PLANNING

- Child Education - RRSP/TFSA/RESP - Personal Loans - Line of Credit - Increased Child benefits & Other Public Benefits - First-time Home Buyer Planning - Debt Consolidation Strategies - Budget Consultation -

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Questions & Comments about our services?

We'd love to hear from you!