Estate Planning

Estate planning prepares families for the financial circumstances when a loved one passes away. Generally, it is the Will that will direct what happens at that point; however, many estate plans also include a simple Power of Attorney to deal with property issues if an individual becomes disabled and can no longer handle his or her own finances.

If you have accumulated assets during your lifetime, you likely will want to ensure that your wealth transitions in the most cost effective manner.

Insurance Solutions

Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. 

With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.  We can provide educated advice and expertise in:

• Life Insurance
• Critical Illness/Disability Insurance
• Travel Insurance

Investment Solutions

Whether saving for retirement or a child’s education, portfolio investing or planning your estate, we provide investment products for Canadians to cover all stages of life.  We can help you:

• Meet your personal wealth and business needs with comprehensive and integrated investment services
• Support your wealth goals holistically through partnerships with key banking, private wealth and advisory services
• Save, invest and grow your wealth with strategies based on your priorities now and as they change over time

Group Solutions

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs.  Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

• Group Benefits
• Group Retirement
• Group Pension