Learn about our financial services

Get investment advice that helps you manage your wealth for today and tomorrow from our dedicated team of financial specialists. Conservative and moderate investors could have good exposure to high returns and at the same time have guarantees of their investment capital through the use of the segregated funds investment vehicle.

It’s never too soon or too late to adopt strategies to support your retirement goals. Our financial professionals will help you develop a workable plan.

Whether you are looking to utilize the traditional TFSA or RRSP strategy or the more robust Insured Retirement Plan (IRP) strategy, you can always count on us to develop a unique plan.

Incorporated professionals, business owners and contractors can utilize the Individual Pension Plan (IPP) to accelerate their retirement goals objectives.

If you plan on going on retirement very soon and would like to know the available options for drawing down your accumulated investments/group benefits while generating a reasonable return on investment, we would be delighted to work with you to achieve your financial goals. Let us show you how you can access a lifetime tax-free income while in retirement.

Contact us today to understand which of the following diverse strategies will work for you.

• Individual Pension Plan (IPP)
• Insured Retirement Plan (IRP)
• Annuities
• Segregated Funds
• Guaranteed Funds
• TFSA/RRSP/RESP/LIRA
• RRIF/LIF
• Non-Registered Investments