Products

We use, and in some cases "sell" the products listed below, as "tools" to implement wealth strategies for our individual and family clients.

We typically use one of Great-West Life or Manulife Financial to implement our insurance strategies. We usually use Investment Funds or one of the major Banks to implement our savings and investment strategies.

• Term, Universal Life and Whole Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Segregated Funds
• Investment Products
• Life and term certain annuities
• Guaranteed Interest Options (GIOs)
• RRSP, RRIF, LIRA, LIF registered savings plans
• RESP – registered education savings plans
• TFSA – tax free savings accounts
• ING savings accounts
• Personal or Group Health Benefit Plans
• RDSP – Registered Disability Savings Plans
• In Trust for accounts

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