Happy New Year. I wanted to let you know I received my first annuity payment today and am totally delighted. This is my first “pension” payment and it feels good to get paid. Thank you again for your assistance. – Ms. A., Toronto.
Problem solved and John Beaton (Canadian Annuity Services) was, to a large extent, instrumental in ensuring that our RRSP annuities were structured correctly. My wife and I are Canadian citizens but we now live in the U.S. During our residency in Canada, we built our RRSP accounts to the maximum allowed by law. But now, as we are approaching the age where we have to start withdrawals, the challenge became our U.S. residency which seriously limited out withdrawal options. John was able to identify an appropriate insurance company that firstly would accept our US residency; and, secondly, was able to deposit the monthly payments from the annuities directly into our U.S. checking account. Clearly, there were several issues that needed to be addressed during this process. John always researched and responded in a timely fashion with the answers which guided us through the entire process. He literally “went the extra mile” to meet with us while we were on vacation in Canada in order to ensure that the necessary documents were executed correctly. Based on our recent experience (June/July 2015), I can highly recommend John Beaton and his annuity expertise. – B. Hulbert, California
I have used John Beaton’s services on two occasions and found him to be helpful, efficient, and very professional. With John’s insightful information and advice, and his ability to provide competitive quotes from multiple insurance companies, I feel comfortable that I have the right product for my circumstances, and a considerably better payout as a result of the competitive quotes. If you are wondering about the role of annuities in your retirement plan, I highly recommend that you call John. – D. Black, Ontario..
My son, who is an actuary, did the research for me so felt very comfortable that he had chosen the right person to handle my annuity process. It went very smoothly and I am quite happy and assured that I am in good hands. – L. Carther, Ontario..
Great service and any and all info is provided so easy to see what works best. He knows everything and spends a lot of time getting all the facts for you. Would use him again hands down! – R. Winters, British Columbia..
John is a very likable and very accomodating man. I lost my wallet, had to change all of my id and John helped me redirect my annuity payments to my new account. He gave generously of his time long after I had purchased my annuities. When I was shopping annuities, John listened carefully, researched extensively and recommended products that I’m entirely satisfied with. I recommend John. He’ll get you a much better deal than your banker. – P. Pucher, British Columbia..
Thank you so much for your very strong attention to detail and continued contact throughout the process. Your efforts on my behalf were outstanding – and again thank you for your attentiveness to all details and strong follow through to the end. – G. Hansen, British Columbia…
Thanks for serving us so well in the purchase our annuities. We received our first monthly stipend on Monday morning as expected. – T & C Edelman, British Columbia…
We greatly appreciate John’s professionalism, expert advice, and process and procedure protocol in our recent annuity purchase. Even with some of our own challenges with our past provider in getting timely fund release, he coached us through it and was able to provide multiple quote options with very competitive rate payouts. – Suzanne & Pete, Victoria, British Columbia.