Financial Services

Financial Services
Below is a list of financial services I offer. If you’re looking for something in particular that’s not listed below, please don’t hesitate to contact me.

Retirement: (Individual)

  • RRSP’s (Registered Retirement Savings Plan)
  • LIRA’s (Locked In Retirement Accounts)
  • Tax Efficient Investment Funds (Accumulation + Income)

Life Insurance: (Individual)

  • Universal Life + Permanent
  • 10, 20 and 30 Year Terms
  • Lifetime Term
  • Mortgage Term

Business Solutions:

  • Employee Benefit Plans
  • Employee Health and Dental Plans
  • Buy/Sell Life Insurance Plans
  • Collateral Term Life Insurance
  • Keyman Life Insurance
  • Collateral Term Insurance
  • Group R.R.S.P’s
  • Pension Plans

Health Insurance Products: (Individual)

  • Critical Illness
  • Disability Coverage
  • Health and Dental Insurance
  • Travel Insurance

Other Financial Services:

  • R.E.S.P’s (Registered Education Savings Plan)
  • T.F.S.A’s (Tax Free Savings Accounts)
  • Mutual Funds Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
  • Tax Efficient Investment Funds
  • Segregated Funds Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
  • High Interest Savings Account
  • GIC’s Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
  • Mortgage Products Offered through Manulife Bank