product offerings
Investments
Segregated Funds
Registered Retirement Savings Plan (RRSP)
Registered Educational Savings Plan (RESP)
Annuities
Term Deposits
Group Pension
Group RRSP
Mutual Funds *
Guaranteed Investment Funds
Asset Allocation Funds
Income Funds (RRIF)
* Mutual Funds Services are offered by referral
Banking **
Banking **
Guaranteed Investments Certificates (GIC)
High Interest Accounts
Mortgages
Leverage Loans
RRSP Loans
Lines of Credit
Insurance Protection
** Banking Product Services are offered by referral
Insurance
Banking **
Life Insurance
Group Health & Dental Benefits Packages
Disability Insurance
Critical Illness Insurance
Living Care Benefits
Buy-Sell Insurance
Key-Person Insurance
Travel Insurance
Affiliations
Affiliations
Utilizing our strategic alliances with financial service suppliers, we survey the market to find products that best suit your needs, so that you can spend your time on the things that matter the most to you.
