A wide range of tools to help implement your plan.

Banking
  • High Interest Saving
  • High Interest Checking Accounts
Financing
  • Mortgages
  • Loans
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