Services and products

Investments

  • Segregated Funds
  • GIC deposits
  • Annuities
  • Lifetime Income Benefit Plans
  • Leveraged Investment Loans
  • Mortgages
  • RRSP
  • TFSA
  • LIRA
  • RRIF
  • Education Plans,
    both non-registered and RESP

Health and Critical
Illness Insurance

  • Term, Whole Life and Universal
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance

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For business

  • Group Benefit Plans
  • Group Retirement Plans
  • Key Person Insurance
  • Buy/Sell Funding, Overhead Protection Plans
  • Salary Continuation Plans
  • Individual Pension Plans
  • Retirement Compensation Arrangements
  • Enhanced Retirement Concepts

Consultations on Intergenerational Money Management

  • Charitable Giving
  • Wills
  • Trusts
  • Pensions
  • Severance Packages