There are many financial products and services in the market, and choosing the ones that best meet your needs can be complicated.
We want you to understand what it is you are investing in. Our internal knowledge base and our access to experts in the industry allows us to provide you with information on a comprehensive suite of products and services.
Together, we will make informed decisions about the products and services best suited for your lifestyle.
We want you to understand our process and the services you are investing in. Our internal knowledge base and access to experts in the industry allows us to provide you with a comprehensive suite of products and services, which include:
- Corporate Class Mutual Fund
- Group Retirement and Savings Plan
- Guaranteed Investment Certificate (GIC)
- Health Insurance & Group Health Benefits
- Life insurance
- Long-Term Care, Disability and Critical Illness
- Mutual funds
- Private Pool Investment Program
- Registered Education Savings Plan (RESP)
- Registered Retirement Savings Plan (RRSP)
- Segregated Funds
- Simplified Employee Pension Plan
- Tax-Free Savings Account (TFSA)