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Products and Services

Financial Security

Life Insurance

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance

Health and Critical Illness Insurance

  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Complementary Healthcare
  • Disability Insurance
  • Accident Insurance

Corporate Insurance Solutions

  • Key Person Insurance / Executive Insurance
  • Funding Buy / Sell Agreements
  • Maximizing Capital Dividend Account
  • Minimizing Corporate Taxes
  • Shared Ownership of Life Insurance Policies
  • Life Insurance as an Alternate Investment

Specialized Planning Services

  • Farm and Business Succession Planning
  • Estate Planning
  • Estate Equalization
  • Corporate / Personal Charitable Giving
  • Insured Annuities

Work with our Partners to Provide

  • Life Insurance Policy Valuations
  • Personal Health Spending Plans
  • Medical Trusts
  • Individual Pension Plans
  • Employee Profit Sharing Plans
  • Retirement Compensation Agreements

Group Insurance

 

Saving & Investment Products

Savings and Investments

  • Guaranteed Deposits
  • Guaranteed Investment Funds (Segregated Funds)

Registered Plans: RRSPs and RRIFs

  • Registered Retirement Savings Plans
  • Registered Retirement Income Funds
  • Locked-In Retirement Accounts
  • Life Income Funds
  • Registered Education Savings Plans

Annuity Products

  • Annuitiy Certain
  • Life Annuity