Services

We are please to offer these services.

We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.

Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Portfolio Analysis
Insurance Analysis
Online Portfolio Access
Financial Calculators
Online Financial Library
Life Planning Resources
Mortgages***
Monthly Email Newsletter
Products
Mutual Funds *
GIC’s****
Disability Insurance ***
Life Insurance ***
Long Term Care Insurance ***
Critical Illness Insurance ***
Group Benefits Plans ***
Segregated Funds **
Annuities ***
Plans
Tax Free Savings Accounts
RRSPs, RDSPs, RRIFs, RESPs
LIFs and LIRAs

* Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

*Mutual funds are sold exclusively by mutual fund representatives who are licensed by Provincial regulators and registered with Investia Financial Services Inc. (Investia). Investia does not provide or distribute any advice or product other than those that are directly related to the sale of mutual funds. Any representative who provides or offers other advice or services must hold the necessary licenses and deal with entities (other than Investia) that are duly registered with the competent authorities.

**Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.(other than Investia) that are duly registered with the competent authorities.

***Insurance products are provided through multiple insurance carriers.

***Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

***Mortgage Insurance products are offered through Manulife Financial.