Products and Services
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.
- 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)
- Pension Transfers and Commuting Options