Innovative Products and Service Solutions

We are able to provide an extensive selection of financial vehicles to help you achieve your financial goals.

Investments

  • Mutual Funds
  • Tax Advantaged Funds
  • Segregated Funds
  • Portfolio Funds
  • Retirement Savings Plans (RSP, RIF)
  • Education Savings Plans (RESP)
  • Managed Asset Program
  • GICs
  • Brokerage Products and Services

Strategic Investment Planning

  • Strategic Investment Questionnaire

Lending

  • Mortgages (upon referral)
  • Loans, Line of Credit (upon referral)

Banking

  • Chequing, Savings (upon referral)

Insurance

  • Life
  • Disability
  • Critical Illness
  • Long Term Care