Our Products
We provide a comprehensive selection of financial products to cover all of our clients' needs. The list Includes:
Insurance products including:
Life (Term, Whole Life, Universal Life)
Critical Illness
Disability (Income Replacement)
Long term care
Group health plans
All of the above are offered through Canadian insurance companies including:
Manulife
Ivari
Sunlife
BMO Insurance
Industrial Alliance
Canada Life
RBC Insurance
Empire Life
Mutual Fund Investments with all major Canadian mutual fund companies, offered through Investia Financial Services Inc. Fund types include:
Equity Funds
Specialty Funds
Bond Funds
Tactical Funds
Balanced Funds
Money Market Funds
Investment Accounts that we can help you understand and manage include:
Non Registered Investment Accounts
Registered Retirement Savings Plan (RRSP)
Registered Education Savings Plan (RESP)
Registered Disability Savings Plan (RDSP)
Registered Retirement Income Funds (RRIF)
Locked In Retirement Accounts (LIRA)
Tax Free Savings Accounts (TFSA)
First Home Savings Account (FHSA)