Employee Benefits
  • Comprehesive health and dental programs
  • Healthcare spending accounts
  • Employee and family assistance programs
  • Alternative funding arrangements
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Individual Solutions
  • Life insurance
  • Investments
  • Disability Insurance
  • Long-term Care
  • Critical illness
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Executive programs
  • Buy-sell Insurance
  • Key-man insurance
  • Disability top-up
  • Shared interest
  • Corporate asset transfer
  • Critical illness
  • Supplemental retirement programs
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Retirement programs
  • Group RRSPs
  • Registered Pension Plans
  • Deferred profit sharing plans
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Welcome to Carleton Financial Group

Our organization's growth and success can be attributed to our talent and passion in both identifying and solving our client's needs in often unique, unconventional, and highly effective ways. CFG provides innovative solutions for all of your Employee Benefits, Pension, Insurance, and Retirement planning needs.

We are experts in the following areas:  

News
  • How A Stop Loss Can Protect Your Small Business - Understanding the funding mechanism designed to protect you. Read More
    18.11.2011
  • 2012 Rates for Money Purchase limits, RRSP, YMPE, DPSP limits - Outlined in the following tables are 2012 data on Rates for Money Purchase limits, RRSP limits, YMPE, DPSP limits and Defined Benefits limits used to calculate PA, PSPA and PAR Read More
    08.11.2011
  • CFG NEWS - Early withdrawal from your RRSP? - Over the years it has become very common for people to withdraw funds from their RRSP for purposes other than retirement. Is it a wise financial move? In most cases the answer is no. Read More
    02.11.2011