Services
Passing down your business to a new generation or a business partner? Start preparing for the future of your company with our practical guide to business succession planning.
Investment
Take advantage of tax-deductible contributions to a personal savings account.
Save money for any purpose, without paying taxes on your investment earnings.
Protect your principal while earning a guaranteed rate of return on your investment.
With this income-generating insurance product, you will never outlive your retirement income.
Build toward savings goals and a worry-free retirement with segregated fund contracts offering both growth and security.
Invest in a variety of companies and markets globally at a lower cost than trading by yourself.
Life Insurance
Whether you want to protect your family, your house and mortgage or just leave something after you're gone, we've got a life insurance policy to fit your needs. You can choose to buy through a financial adviser or directly from us.
Health Insurance
In Canada, some of your health-care needs are already covered by your provincial or territorial plan. But it’s likely that government health care won’t cover all the medical, dental, or other health-care costs you might face throughout your life. Health insurance can help you cover these costs.
Estate Planning
Although it’s not nice to think about, getting your affairs in order for when you pass away can bring real peace of mind as you get older.
Estate planning is about making sure that all the things you own – whether it’s property, savings or investments – are passed on efficiently and in line with your wishes when you die.
Making a will is a key part of estate planning, but it’s really only the start. Without careful consideration of the financial impact, you could be leaving a big inheritance tax burden behind.
That’s one thing you definitely don’t want your loved ones to inherit.
Business Successions Planning
Passing down your business to a new generation or a business partner? Start preparing for the future of your company with our practical guide to business succession planning.
It’s never too early to start thinking about the future, especially if you have plans for growth and expansion. Your role as business owner leaves a crucial gap to fill. If the unexpected happens or you simply decide it’s time to step back, knowing your business will be in the right hands is reassuring.
