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Estates

Wills
Power of Attorney – Property and personal care
Charitable planned giving
Estate freezes
Trusts
Intergenerational business and wealth transfers
Life insurance strategies to fund tax liabilities

Investments

Goal setting
Personal asset allocation
Investment recommendations
Retirement planning, cash flow projections, RRSP, RRIF, pension plan decisions
Education savings, RESP

Insurance

Life insurance
Critical Illness
Disability insurance
Long term care insurance

Mortgages

Commercial mortgages
Residential mortages
Private mortgages
Small business loans

35-100 Bass Pro Mills Drive
Vaughan, Ontario L4K 5X1

Phone: 905 738 7565
Email: fpellegrino@sterlingmutuals.com

All Mutual Funds are sold through Sterling Mutuals Inc. and sold by prospectus only. All Insurance products are sold through Sterling Insurance Agency Ltd.