Your Greatest Assets
“Karl Jung Financial Services Ltd. is an independent insurance & investment brokerage firm, which has been family owned and operated in Gibsons, BC for the past 25 years. Whether you are located on the Sunshine Coast, Vancouver Island, the Lower Mainland, or the Okanagan, we can serve clients throughout BC. Your location is no longer a limitation in doing business with us and getting the best
About Karl Jung Financial Services
“Karl Jung Financial Services Ltd. is an independent insurance & investment brokerage firm, which has been family owned and operated in Gibsons, BC for the past 25 years. Whether you are located on the Sunshine Coast, Vancouver Island, the Lower Mainland, or the Okanagan, we can serve clients throughout BC. Your location is no longer a limitation in doing business with us and getting the best financial advice
Families, Individuals & Professionals
Life Insurance & Mortgage Insurance
Do you need life insurance to cover a mortgage or
provide income replacement for your spouse and
children? Do you have concerns regarding estate
planning or making a meaningful charitable
donation in your memory? We will ensure the life
insurance solution we design is the correct type of
policy, with the right amount of insurance to
accomplish your objectives. We currently broker
with 11 different Canada life insurance companies,
and we will guide you through the underwriting
process whether this is your
Disability & Critical Illness Insurance
Invest in a policy that will protect you financially in the event of devastating injury or illness. We recommend only the best income replacement insurance products on the market that include benefits and guarantees that are iron clad, so you never have to doubt the quality of the contract you purchased.
Investment Products & Services
As brokers we offer a full suite of investment products suitable for any risk tolerance. ese products can be held inside a TFSA, RRSP, FHSA, RESP or non-registered investment portfolio. We will guide you to stay on track with your financial objectives; be it saving for your first home purchase, creating the retirement lifestyle you envision, or building generational wealth.
Business Owners & Executives
Corporate Insurance Planning
Do you require life insurance to satisfy a business loan, protect a key employee, or are you looking at insurance to provide the funding mechanism for your buy sell agreement? We will collaborate with your team of professionals, including accountants and lawyers, to ensure you are not financially at risk due to premature death, or prolonged disability.
We assist our small business clients with traditional group dental & medical plans, including alternative self-funded programs like the Private Health Services Plan or Health Spending Accounts. As brokers for small to medium sized businesses we can shop the market to find a benefit package that fits any budget. Lean on our extensive experience to negotiate the best package & rates for our clients.
For those interested in establishing a pension program
for their employees we offer a full complement of
registered pension plans that are tax deductible to the
business. We can also assist with strategies to reduce
taxes and invest your corporate surpluses.
Permanent Life Insurance is a corporately owned, tax- deferred investment policy business owners can utilize
for their own wealth accumulation, as an estate- planning strategy, or as part of a succession plan.