We offer a wide variety of services in support of our Wealth Planning Process:
Investment Management
- Exchange Traded Funds (ETF’s)
- Index Funds
- Mutual Funds
- Stocks & Bonds (Corporate & Government)
- Real Estate Investment Trusts (REITs)
- RRSPs
- RRIFs & Annuities
- RESPs
- Segregated Funds
Planning Services
- Retirement Planning
- Retirement Income Planning
- Estate Planning
- Post-secondary Education Planning
- Systematic Savings / Withdrawal Plans
Insurance & Risk Management*
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long-Term Care Insurance
Banking Services
- High Interest Savings Accounts
- GICs & Term Deposits
- Mortgages (mortgages provided by referral)