Our Services
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Retirement Planning
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Estate Planning
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Education Planning
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Tax Reduction Strategies
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Major Purchase Planning
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Continuing Income Planning and Risk Sharing
Our Products
As one of Canada’s wealth management
firms, we can build your portfolio from the leading:
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Mutual Funds
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Life Insurance
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Disability Insurance
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Critical Illness Insurance
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Education Savings Plans (RESPs)
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Registered Retirement Savings Plans (RRSPs)
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Registered Retirement Income Plans (RRIFs)
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Group Savings Plans
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Stocks
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Bonds
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GICs
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Segregated Funds*
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Annuities
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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.