Providing Financial Solutions Since 1977

Services


Financial Services

Individual


• Guaranteed Investment Certificates (GIC’s)
• Mutual Funds (provided through FundEX Investments Inc)
• Index Funds (provided through FundEX Investments Inc)
• Tax Free Savings Accounts
• Term Life Insurance (10, 20 and 30 Year plans)
• Permanent Universal Life Insurance
• Critical Illness Insurance
• Long Term Care Insurance
• Disability and Income Replacement Coverage
• Segregated Funds
• Life Annuities
• RRSP Loans
• Registered Retirement Savings Plans (RRSP’s)
• Registered Retirement Income Funds (RRIF’s)
• Registered Education Savings Plans (RESP’s)
• Charitable Giving Strategies
• Retirement Planning Service
• Financial Planning Service
• Estate Planning Service


Corporate


• Employee Benefit Plans
• Group Registered Retirement Savings Plans
• Company Pension and Deferred Profit Sharing Plans
• Shareholder and Partnership Agreements
• Corporate and Partnership Buy-Sell Funding
• Corporate and Partnership Succession Planning Strategies

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Mutual funds provided through FundEX Investments Inc.

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