A wide range of tools to help implement your plan.
Banking
- High Interest Saving
- High Interest Checking Accounts
Investments
- Guaranteed Investment Certificates
- Mutual Funds
- Guaranteed Segregated Funds
- Registered Education Savings Plans
- RRSPs, RRIFs
- Life Income Funds
Insurance Products
- Auto & Home
- Life, Disability, Critical Illness
- Global Healthcare
- Travel Insurance
- Employee Benefit Group Plans
- Buy/Sell Funding
- Key Man Insurance
- Uninsurable Cases
Tax Services
- Planning
- Tax Recovery
- Tax Preparation
Strategies
- Creditor Protected Investments
- Tax Free Pension Plans
- Investing in income properties
- First Time Home Buyer Plans (HBP)
- Tax-Free Family Wealth Transfer Plans
- Estate Creation
- Estate Conservation
- Special “Objective Centred” Savings Plans
1 Guaranteed Investment Certificates (GICs) are offered through multiple carriers
2 Mutual funds products are offered through Investia Financial Services Inc
3 Segregated funds products are offered through multiple carriers
* Insurance products are provided through multiple insurance carriers
