Castlegate Financial Solutions Inc.

Job title: The gateway to securing your future

Area(s) served: Saskatoon and surrounding areas

Secure your future

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Your Gateway to comprehensive financial strategies

Historically, castles were built as fortresses to protect people. CastleGate embodies security and longevity, safeguarding families, communities, and heritage for generations. The Gate symbolizes protection while also offering a warm and welcoming entrance. This approach is essential for building trusting relationships and creating robust financial plans. The CastleGate team maintains confidentiality and leverages their in-depth industry knowledge to develop comprehensive financial strategies tailored to your needs.

Let’s protect your legacy. 

Our commitment

Enter, secure, bridge, defend

The Guardian Process

For nearly 30 years, we have been trusted guardians for Clients and their families. As defenders and protectors of their futures, we provide accurate information and well-thought-out advice to help families and family-run businesses build lasting foundations.


ENTER: Join us for a discovery meeting to gather information and see if we are a good fit to work together.

 

SECURE: Based on our findings, we'll provide tailored recommendations and outline a plan of action.

 

BRIDGE: We implement your plan, helping you visualize the path from today to a secure tomorrow, while sharing new opportunities along the way.

 

DEFEND: We regularly review and adjust your plan to protect your future, ensuring it stays updated with any life changes.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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8 ways you can benefit from life insurance:

1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause

Read more about protecting your wealth with life insurance in this article.
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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.