Investment Planning

For every stage of your life, whether you are just starting to save, saving for your retirement or enjoying your retirement, we can help you meet your financial goals with step by step investment planning.

Products and services include:

Segregated Funds
ETF Portfolio
Private Investment Portfolio
Guaranteed Investment Certificates (GIC)
Annuities
Tax-Free Savings Accounts (TFSA)
Registered Retirement Savings Plan (RRSP)
Registered Education Savings Plan (RESP)
Registered Retirement Income Fund (RRIF)
Group RRSPs and Pension Plans
Insured Retirement Program (IRP)