Financial Planning

Your peace of mind is our business.
We have a Certified Financial Planner (CFP) on site to help with any of your financial planning needs.

We are able to offer segregated funds from all of the major insurance companies in Canada.*

Segregated Funds combine the growth potential of mutual funds with the security of insurance. When you invest in a segregated fund, you are actually buying an insurance contract. The money from each contract is then invested in an underlying mutual fund. While you don’t own units of the mutual fund, the returns of your segregated fund will closely track those of the underlying mutual fund.

*Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Segregated funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the simplified prospectus before investing.

Get in touch today for a quote!