Danielle J. GenierCLU, CFP

Certified Financial Planner

 

Clayton DulongCFP

Certified Financial Planner

 

Ryan Perkins

Financial Security Advisor

 

For Individuals

Investment products

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.

Segregated fund policies

Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.

Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.

For more information about segregated fund policies, click here.

Mortgages

Financing a home may be the biggest financial decision you make. As your financial security advisors, we can help you make the right decision by helping tailor a mortgage to your financial security plan. We work with London Life mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you.

Other investment products

We also offer a range of specialized investment products, including:

  • Specialized investment solutions
  • Registered education savings plans (RESPs)
  • Registered retirement savings plans (RRSPs)
  • Registered retirement income funds (RRIFs)
  • Guaranteed interest options and payout annuities

Insurance products

Along with helping you build and manage your investments, we can help you choose insurance products to minimize financial risk to you and your family.

Individual life insurance

Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.

Disability insurance

Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.

Critical illness insurance

A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.

Health and dental insurance

Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. We can help you build a plan that supplements your provincial government plan.

Solutions Banking™

Many people don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.

Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.

With Solutions Banking™ products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.

Solutions Banking™ products and services, provided by National Bank of Canada, include:

  • Bank accounts
  • Loans and lines of credit

 

While borrowing to invest can be a powerful means to build wealth, the risks involved make it a strategy that is not suitable for everyone. Leveraging magnifies gains and losses. Your financial security advisor and investment representative and your tax advisor can help you determine if borrowing to invest is a strategy that is right for you.

The information on this website is intended for residents of Ontario only.

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