Products & Services


Financial products and services should address specific needs in your financial security plan – whether it is protecting your mortgage with life insurance, building a successful business or wanting to retire comfortably.

A Selection of the Services we Provide: 

  • Individual life insurance
  • Group retirement plans 
  • Segregated fund policies, registered retirement savings plans (RRSPs)
  • Mortgage Insurance
  • Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
  • Individual disability insurance
  • Mutual funds – Registered education savings plans (RESPs), RRSPs, RRIFs and TFSAs
  • Individual critical illness insurance
  • Financial security planning
  • Individual health and dental insurance
  • Insurance analysis
  • Business insurance
  • Estate planning
  • Key person insurance
  • Retirement planning
  • Business continuation
  • Group benefits planning
  • Buy/sell agreement funding
  • Employee retirement planning