Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.
A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.
For mutual fund information, click here.
Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.
Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.
For more information about segregated fund policies, click here.
Segregated fund policies
Financing a home may be the biggest financial decision you make. As your financial security advisors, we can help you make the right decision by helping tailor a mortgage to your financial security plan. We have expanded our partnership with numerous mortgage planning specialists so that we can offer you a wider selection of mortgage plans and options.
We also offer a range of specialized investment products, including:
- Specialized investment solutions
- Registered education savings plans (RESPs)
- Registered retirement savings plans (RRSPs)
- Registered retirement income funds (RRIFs)
- Tax-Free Savings Account (TFSA)
- Registered Disability Savings Plan (RDSP)
- Guaranteed interest options and payout annuities
Other investment products
Along with helping you build and manage your investments, we can help you choose insurance products to minimize financial risk to you and your family.
Access your Know your Risk Calculators for Life, Disability and Critical Insurance
Individual life insurance
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
Critical illness insurance
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. We can help you build a plan that supplements your provincial government plan.