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Our Products

We provide a comprehensive selection of financial products to cover all of our clients' needs. The list Includes:

Insurance products including:

  • Life (Term, Whole Life, Universal Life)
  • ​Critical Illness
  • ​Disability (Income Replacement)
  • ​Long term care
  • ​Group health plans

​All of the above are offered through Canadian insurance companies including:

  • Manulife
  • Ivari
  • Sunlife
  • BMO Insurance
  • Industrial Alliance
  • Canada Life
  • RBC Insurance
  • Empire Life

Mutual Fund Investments with all major Canadian mutual fund companies, provided through FundEX Investments Inc. Fund types include:

  • Equity Funds
  • Specialty Funds
  • Bond Funds
  • Tactical Funds
  • Balanced Funds
  • Money Market Funds

Investment Accounts that we can help you understand and manage include:

  • ​Non-Registered Investment Accounts
  • ​Registered Retirement Savings Plan (RRSP)
  • ​Registered Education Savings Plan (RESP)
  • ​Registered Disability Savings Plan (RDSP)
  • ​Registered Retirement Income Funds (RRIF)
  • ​Locked-In Retirement Accounts (LIRA)
  • ​Tax-Free Savings Accounts (TFSA)

Segregated Fund Investments provided through all major Canadian insurance companies.