Services

Our experienced financial advisors will work with you to develop a complete and sound financial plan.

We offer a broad range of financial products:

  • Individual life insurance
  • Segregated fund policies, registered retirement savings plans (RRSPs)
  • Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
  • Individual disability insurance
  • Individual critical illness insurance
  • Individual health and dental insurance
  • Business insurance
  • Group insurance
  • Group retirement plans
  • Mortgages
  • Solutions Banking TM

We also provide a range of financial services:

  • Financial planning
  • Retirement planning
  • Tax-minimization strategies
  • Estate planning
  • Business succession planning

Your financial plan will be designed to help you fulfill your requirements and expectations.

Products and Services


Financial products and services should address specific needs in your financial security plan - whether it is to help fund your child's education, build a successful business or retire comfortably.

We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

RETIREMENT
PLANNING		 • Retirement Analysis
• Pension Analysis/Pension Buy Backs
• Pension Transfers:
     (If you are leaving your employment)
• Government Benefit Analysis:
    (When to draw CPP and OAS)

INVESTMENTS

MANAGEMENT
PLANNING		 • Mutual funds     -RRSP's, RESP's, TFSA's, RRIF's, RDSP's, LIF's
• Segregated Funds -RRSP's, TFSA's, RRIF's, UF's
• Annuities
••• All Investment accounts are offered in both Segregated Funds and Mutual Funds. •••

INDIVIDUAL LIFE
INSURANCE		 • Participating
• Term
• Universal life
• Mortgage Insurance
• Critical/Disability
• Insurance Solutions
• Travel Insurance (provide referral to Away Care)

Budgeting and Cash Flow Management

• Business insurance
• Business continuation
• Key person insurance		 • Funding buy/sell agreements
• Employee Benefits
• Group Pension

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