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Products and Services

Product solutions

Purchasing financial products that meet your needs now and in the future can be complex. That’s why professional advice from knowledgeable financial security advisors is essential.

Our goal is to help you make informed decisions about the products in your portfolio. From securing a comfortable retirement, saving for a home and financing a child’s education, to protecting your family in the event of death, a disability or critical illness, we have access to a comprehensive portfolio of financial security planning products and services to help you address your financial security planning needs. We also have access to products specifically designed to meet the unique needs of small and large businesses.

Retirement and Investment Products

  • Open Investment Accounts
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Tax Free Savings Plans (TFSA)
  • Registered Education Savings Plans (RESP)
  • Locked-In Retirement Accounts (LIRA)
  • Guaranteed Interest Certificates/ Options (GIC / GIO)
  • Annuities
  • Pension Transfers and Commuting Options

Individual Products

  • Insurance Products
  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Health and dental insurance

Group Products & Pensions

  • Group benefits
  • Group retirement and savings plans

Looking to learn more?

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Contact info

  •   2005 Sheppard Avenue East, Suite 602, Toronto, Ontario M2J 5B4
  •   416 756 8662

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The information on this website is intended for residents of Ontario only.

Insurance products, including segregated fund policies are offered through Helkie Financial & Insurance Services Inc. and Jim Helkie and Mike Suska offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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