1FC Insurance Inc.
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​let us take care of all your financial headaches 

Why do you need life insurance?

what are guaranteed investment funds (gifs) and what are their benefits? 

Financial quick reference guides:

Meet Our Team

Tom Rowett and Karsten Doose have been in the financial services industry for over 20 years.  They have a joint book of business meaning that either partner can serve our clients.  Both are licensed in mutual funds & life insurance products (life, disability, critical illness, benefit plans, segregated funds, annuities) as well, both are registered GIC deposit agents.  Karsten is a Certified Financial Planner while Tom is educated in tax and accounting.  Birgit Radda is also a registered GIC deposit agent and she is the resident GIC expert.  While Birgit is the main point person for all new and renewing GICs, she is also Tom and Karsten's manager of administration for wealth and insurance products.  Jennifer White is the office accountant including payroll, bookkeeping and assists with tax preparation.  We are a down-to earth small shop but we have city-like expertise.

Tom Rowett, ba, rda

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partner

Email Tom

karsten doose, cfp, rda

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partner

Email Karsten

birgit radda, rda

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Gic specialist
office manager

Email Birgit

jennifer white

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office accountant
tax preparer

Email Jennifer

Useful estate planning tools:

Will Planning Workbook
File Size: 1256 kb
File Type: pdf
Download File

Executor's Duty Checklist
File Size: 161 kb
File Type: pdf
Download File

Family Law Obligations and Insurance
File Size: 1919 kb
File Type: pdf
Download File

Estate Planning Questionnaire Personal
File Size: 864 kb
File Type: pdf
Download File

Estate Planning Questionnaire Business
File Size: 694 kb
File Type: pdf
Download File

Give More Estate Bond
File Size: 174 kb
File Type: pdf
Download File

office pics

some of the insurance carriers we represent:

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Contact Us ​FOR PERSONAL OR BUSINESS WEALTH, ESTATE, TAX OR BENEFIT PLAN ADVICE:

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DROP US A LINE

Do you have questions about wealth, estate, taxes or benefit plans?

email

email us

phone

905-985-1926
1-877-775-3948​

address

269 Queen St 
​Port Perry, ON L9L 1B9

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