Products

Savings & Investments

• Tax Exempt Saving Plans
• High Yield Savings & Chequing Bank Accounts (Personal & Business)
• Guaranteed Investment Certificates
• Mutual Funds & Segregated Funds
• RRSPs, RESPs, RRIFs, Group RRSPs, “Income Plus”
• TFSA – Tax Free Savings Account
• 100% Capital Guaranteed Investment Funds
• No Probate Fee Investments
• Flow Thru Tax Preferred Investments
  (up to 57% Tax Deduction in 2009, subject to CRA Guidelines)

Chequing Bank Account

Loans

• Mortgages
• Personal Lines of Credit
• RRSP Preferred Rate Loans
• Investment Loans

Insurance

• Life Insurance (Term, Wholelife, Universal)
• Critical Illness (Personal & Corporate)
• Disability Insurance (Personal & Corporate) (Payout for Life, not just to age 65)
• Group Health Benefits (Health & Dental)
• Mortgage Insurance
• Long Term Care Plans (LTC)
• Family Insurance Plans
• Income Replacement Plans
• Travel Insurance
• Health & Dental Plans
• Life Insurance for Kids

Planning

• Retirement Planning
• Financial Planning
• Inheritance Planning
• Estate Planning
• Tax Efficient Strategies Investments
• Severance Consulting
• Business Owner Succession
• Tax Exempt Pension Structures
• IPP – Individual Pension Plans
• IRP – Individual Retirement Plans
• Lifetime Economic Accumulation Plans