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* Mutual Funds:

Provided through our dealer Assante Financial Management Ltd. giving access to all Mutual Funds sold in Canada

Segregated Funds:

Provided by all major life Insurance Companies. Solutions to "guarantee" the principal invested, in the event of death and maturity.

Guaranteed Investment Certificates {GIC's}

Access to all the major Banks and Trust Companies at one source through our dealer Assante Financial Management Ltd..
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Financial Planning for Professional Students



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105 Walker Street   Truro, Nova Scotia  B2N 4B1  Telephone (902)893-0508  Toll Free: 1-888-893-0508

MacLellan and Moffatt Financial Inc.

MacLellan & Moffatt Financial is dedicated to offering full service, ongoing financial planning solutions to graduating professionals to ensure a smooth transition throughout university into your career.
 
Health Insurance
 

Download an application for a personal Health plan.
 


Disability Insurance for professionals
   

Disability insurance for Dental students & Dental practitioners
 

 

A common practice for student dental practitioners is to protect their ability to earn income with a personally tailored disability insurance plan.

By taking advantage of your age, student discounts, as well as your health style as a student this will guarantee a smooth, and inexpensive transition into an insurance plan that will last throughout your career.

Coverage is private and portable, with guaranteed level premiums, as well as the option to increase insurance coverage as your income increases.

 

Disability insurance for Medical students & Medical practitioners

 

The Canadian Federation of Medical Students, along with RBC insurance has created a disability insurance product tailored to the needs of medical students throughout Canada. This is a personal, portable disability insurance product with a lifetime premium discount and coverage options to suite many different incomes and financial needs.
  • Premiums are level for life.
  • Option to increase monthly coverage as your income increases.

Should you qualify as disabled and unable to perform the regular duties of a student, while under a physicians care, the CFMS disability insurance plan will provide you with monthly tax free disability benefit.

Medical Students years 1-3
Year 1 & 2- $1000 monthly disability benefit
Year 3 $1500 monthly disability benefit
 

Medical students in 4th year
4th year students- $3500 monthly disability benefit

For more information, application and coverage details please email Dan MacLellan for a personally tailored quote.

dmaclellan@mmfi.ca

Download Enrollment PDFs for Medical Students 1 to 3 years

Download Enrollment PDFs for Graduate Plan


Life insurance
 

 

 

Term life insurance is portable, and in most cases less expensive than bank backed creditor insurance.

If you have a student line of credit, a bank loan on a practice, car loan or mortgage then a personal life insurance plan is your answer.

Creditor life insurance can be expensive, with increasing premiums, leaving the banks as beneficiaries.

Consolidate your life insurance policies into one term life policy with guaranteed premiums and the proper benefit amount.

Download sample PDF
 


Critical Illness insurance


Group Benefits


For more information on these services and more, please contact:

Dan MacLellan, BRM
(902) 431-2586 (HFX)
(902) 488-9995
dmaclellan@mmfi.ca

security information


 

©2004 MacLellan & Moffatt Financial Inc.. All rights reserved.
105 Walker Street   Truro, Nova Scotia  B2N 4B1  Telephone (902)893-0508    Toll Free: 1-888-893-0508