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Our Services

  • Retirement Planning

  • Estate Planning

  • Education Planning

  • Tax Reduction Strategies

  • Major Purchase Planning

  • Continuing Income Planning and Risk Sharing

Our Products

As one of Canada’s wealth management

firms, we can build your portfolio from the leading:

  • Mutual Funds  

  • Life Insurance 

  • Disability Insurance

  • Critical Illness Insurance

  • Education Savings Plans (RESPs)   

  • Registered Retirement Savings Plans (RRSPs)  

  • Registered Retirement Income Plans (RRIFs) 

  • Group Savings Plans

  • Stocks

  • Bonds

  • GICs

  • Segregated Funds*

  • Annuities

  • Tax Free Savings Plans (TFSAs)

 

* A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.

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