product offerings

Investments

Mutual Funds *

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 **

Mutual Funds *

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

Affiliations

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

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.