What we can do for you

Every investor has access to the same products. However, it’s finding the right products for you, and what we do with them, that sets us apart. Planning is our strength. Before we recommend a stock or bond, we research it thoroughly. Even after your plan is in place, we continue to look for new products to increase your wealth. We look at all securities, and do not limit ourselves to mutual funds. Our first step, however, is to learn about you. We find out about your needs and wants before we select any products for your portfolio. Your plan is based on you, not a general profile. We believe investing is more than simply selecting products, it’s about people. It’s about families. It’s about you.

Our Services Include

  • Stocks
  • Bonds
  • New issues
  • Fee-based wrap program
  • Mutual funds
  • Self-directed plans
  • Masters Private Account Program
  • Group RRSPs
  • Pension plans group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
  • Money products daily interest, GICs, RRSPs, RRIFs, and LIFs
  • Monthly savings plans
  • Systematic withdrawal plans
  • Other specialty investment products
  • Banking and mortgage products (on referral basis)
  • Telephone and online banking
  • Looking to get away? Talk to us about our Travel Insurance
  • We've got you covered with Individual Health and Dental PlansFlexcare, FollowMe Health & CI