What We Offer
Financial Services
Jim Galpin CLU, ChFC provides personalized financial solutions for Edmonton-area individuals and families — from life insurance to retirement planning.
Life Insurance
Protecting your family is the foundation of any sound financial plan. Jim Galpin works with leading Canadian insurers to find the right coverage at the right price.
- Universal Life & Permanent Insurance
- 10, 20 & 30 Year Term Insurance
- Lifetime Term Coverage
- Mortgage Protection Insurance
- Critical Illness Insurance
- Disability Insurance
Investments & Mutual Funds
Through Investia Financial Services Inc., Jim provides access to a broad range of mutual fund investments designed to grow your wealth over the long term.
- Mutual Fund Portfolios
- Registered Retirement Savings Plans (RRSPs)
- Tax-Free Savings Accounts (TFSAs)
- Registered Education Savings Plans (RESPs)
- Non-Registered Investment Accounts
- Segregated Funds
Financial Planning & Retirement
A comprehensive financial plan ties everything together — insurance, savings, and investments — so you can retire with confidence and leave a lasting legacy.
- Retirement Income Planning
- RRSP Contribution Strategies
- Estate Planning Guidance
- Tax-Efficient Wealth Transfer
- Debt Management Strategies
- Goal-Based Financial Roadmaps
Our Insurance & Investment Partners
Ready to get started?
No obligations. Everybody's financial situation is different. Let's discuss your needs & goals.