We provide an integrated approach to wealth management
To help maximize your wealth, your financial life – investment strategy, taxes, insurance, retirement and estate planning – must be wired together in a holistic approach. Your dedicated financial planner can coordinate with a team of experts to connect those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.
Product Offerings
Segregated mutual funds
RRSP’s, RRIF’s
RESP’s, RDSP’s
TFSA
LIRA
Non-Registered Accounts
Annuities, GIC’s
Guaranteed Investments
Group Retirement Services
Wills
Insurance
Accident/Sickness
Critical Illness
Long-term care
Health & Dental
Group Insurance
Life Insurance
Disability Insurance
