Products & Services

Products & Services

Corporate

Family Business

Personal

Review &

Analysis

Evolution

Progress

Reports

Continuity

Products

Group pension, RRSP and DPSP plans
Executive individual pension plans (IPP)
Retirement compensation agreements (RCA)
Group benefit plans
Prescribed annuities
Executive disability equalization plans

Corporate owned life and disability insurance to cover corporate debts, key persons, buy-sell agreements, estate taxes and endow charitable organizations. Tax free investment income can be integrated into these products.

Investing

Full service securities brokerage
Private portfolio management solutions
Custom designed portfolios
Actively managed self directed plans RRSPs, LIRAs, RRIFs, and LIFs

Security and financial strategy products

Life: universal and term
Disability: Income and critical illness

Services

Your personal, family and business situation, present

and projected, will be reviewed and analyzed by

empathetic experts who have the knowledge and

creativity to put in place your financial plans using

the most up to date and competitive financial

product solutions available.

Your experts periodically review your goals and

circumstances with you and help you modify your

plans to adapt to your changing needs.

You receive timely reports showing your existing

plans and your progress in achieving your financial

goals. These reports are accompanied by helpful

ideas and insights that keep you informed and

stimulate your financial development.

You know that the experts you rely on are part of an

organization which has a "business continuity" plan,

enabling you to receive continued attention and

expertise in the event that a premature death or

disability cuts short your expert’s availability.

Design & Development