Investments

Investing

As our client we want you to have one-stop access to all the investment solutions you need. We provide just that with access to:

• Thousands of segregated funds
• Over 20 different investment management companies
• Guaranteed interest terms
• Registered retirement savings plans (RRSPs)

We can help you create an investment portfolio that helps you:

• Build your retirement portfolio
• Save for your child’s education
• Purchase your first home.
• Invest in a small business

We want to help you get prepared for retirement and enjoy. We offer retirement income solutions from payout annuities to registered retirement income funds (RRIFs).

Make your financial life easier with our help!

Segregated Funds

Segregated fund policies offer wealth-building potential similar to a mutual fund. Fund managers invest in stocks, bonds or other assets, depending on the fund’s investment objectives. Segregated fund policies also offer valuable wealth-protection features.

Payout Annuities

Planning ahead allows you to make sure income is available when you need it. Payout annuities provide you income for specified periods of time or a lifetime.

Guaranteed Investments

Guaranteed interest terms offer a fixed-interest rate for the term you select and add a level of guarantee and stability for your financial plans.

Savings Options

To help you achieve your savings goals, we offer several types of savings options with many features.

Retirement Income

Retirement income options provide you with retirement income payments in exchange for a lump sum.