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If you can't find what you're looking for on the list
below, feel free to ask us about the service or product you want by filling out
our comments form or sending us an e-mail.
For your
personal and family needs
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Wealth
Creation |
Comprehensive Financial Planning
Mutual Funds*
Segregated Funds**
Guaranteed Investment Certificates - GIC
Term Deposits
In Trust For Accounts
Registered Retirement Savings Plans - RRSP*
Registered Education Savings Plans - RESP*
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Wealth
Protection |
Complete Retirement and Estate Planning
Analysis of Retirement and Severance Packages
Probate and Tax Minimization
Balanced Estate Distribution
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Tax
Reduction |
Long-term Tax Planning
Annuities***
Tax-assisted Investments
Registered Retirement Income Funds – RRIF*
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Income
Protection |
Life Insurance***
Critical Illness Insurance***
Disability Insurance***
Major Medical and Travel Insurance***
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Education |
Community Financial Planning Seminars and
Panel Discussions
In Trust For Accounts
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For your business needs
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Employees |
Group Registered Retirement Savings Plans
– RRSP*
Group Pension Plans
Group Extended Health Plans
Group Life and Disability Insurance Plans
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Corporate |
Comprehensive Financial Planning
Tax Planning
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Business
Protection |
Partnership Insurance Plans
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Education |
On-site Financial Planning Seminars for
Employees
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* |
Commissions, trailing commissions, management fees and other expenses may be
associated with mutual fund investments. Please read the Fund prospectus
carefully before investing. Mutual fund investments are not guaranteed,
their values change frequently, and their past performance may not be
repeated. Mutual funds products are offered through Investia Financial
Services Inc. |
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Segregated Funds products are offered through Investia Financial Services
Inc. and/or multiple carriers. Subject 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. |
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Insurance products provided through National Financial Insurance Agency Inc. |
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