There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. No two clients are exactly alike. Informed decisions about the products in any portfolio are best made after an assessment of individual needs and a big picture review of your portfolio. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and Services include:

  • Registered Retirement Savings Plans, Registered Disability Savings Plans, Registered Retirement Income Plans, Tax Free Savings Accounts, Registered Education Savings Plans
  • Pension plans
  • Annuities
  • GICs
  • Market-linked GICs
  • Mutual Funds
  • Group retirement and savings plans and insurance plans
  • Life insurance
  • Disability, critical illness, and long-term care health plans
  • Segregated Funds
  • Labour-sponsored funds