Our Services

We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.

Services

  • Financial Planning Services
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Portfolio Analysis
  • Insurance Analysis
  • Online Portfolio Access
  • Financial Calculators
  • Online Financial Library
  • Life Planning Resources

Products

  • Mutual Funds
  • GIC's
  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Critical Illness Insurance
  • Group Benefits Plans
  • Segregated Funds
  • Annuities

Plans

  • Tax Free Savings Accounts
  • RRSPs, RDSPs, RRIFs, RESPs
  • LIFs and LIRAs

 

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