A wide range of tools to help implement your plan.
Banking
- High Interest Saving
- High Interest Checking Accounts
- GIC
Investments
- Mutual Funds
- Guaranteed Segregated Funds
- Registered Education Savings Plans
- RRSPs, RRIFs FHSAs RDSPs
- Life Income Funds
- ETFs
- Alternative Investments
Insurance Products
- Life, Disability, Critical Illness
- Mortgage Insurance
- Employee Benefit Group Plans
- Key Man Insurance
- Global Healthcare
- Travel Insurance
- Auto & Home
- Uninsurable Cases
Tax Services
- Annual Individual Tax Planning
- Cash Damming
- Review And Optimizing Personal Taxes
- Review And Optimizing Corporate Taxes
- Minimize Estate Tax
Strategies
- Business structure
- Setting Your Retirement Savings Target
- Mortgage Structure
- Tax Free Investing
- First Time Home Buyer Programs
- Investing In Income Properties
- Wealth Transfer Plans
- Estate Conservation
- Estate Creation
Professional Referrals
- Mortgages
- Home Equity Line of Credit
- Leverage Loans
- Car & home insurance
- Healthcare insurance
- Travel insurance
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
