Products

All varieties of registered accounts, including RRSP, RRIF, LIRA, LIF
Individual Pension Plans
Group pensions & DPSP’s
Nominee Self-Directed Accounts, which handle most publicly-traded securities and mutual funds
Stocks, Bonds, Mutual Funds, GIC’s
Managed & Pooled Products
Access to Discretionary Managers (through referral arrangements)
Banking Products (through referral arrangements)
Insurance
- Life Insurance: Term, Tax Exempt Universal Life, Tax Exempt Participating Whole Life
- Term Certain and Payout Annuities
- Life Annuities
- Critical Illness
- Disability
- Individual Group & Health Products