Our Services

We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.

* Mutual funds products are offered through Investia Financial Services Inc.

** Segregated funds products are offered through Independent Financial Services and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated 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.

*** Insurance and GIC Products provided through multiple Insurance Carriers, Banks and Trust Companies.