Products & Services

  • Segregated Funds (open & RRSP)
  • Critical Illness Insurance
  • Income Replacement – Disability Insurance – Accident & Sickness Insurance
  • Deferred and Immediate Life Annuities
  • Guaranteed Investment Annuities, Term Certain Annuities (open & RRSP)
  • Life Insurance (Term, Universal, Whole Life)
  • Mortgage Insurance (Joint first to die)
  • Estate Insurance (Joint last to die)
  • Individual Pension Plans (IPP)
  • Long Term Care Insurance
  • Travel Insurance
  • Group Benefits and Group RRSP (in Segregated Funds)
  • Individual Registered Retirement Savings Plans RRSP (in Segregated Funds)
  • Comprehensive Financial Planning using the FPSC and CFP approved 6-step process.
  • Single Needs Planning
  • Estate Planning
  • Business Succession Planning
  • Wealth Accumulation, Wealth Preservation, Wealth Transfer
    Systematic Withdrawal Income Plans (SWIPs)
  • Registered Compensation Arrangements (RCA)
  • Executive Compensation Plans