Investment

Once your investment needs have been identified through the planning process and your objectives and risk tolerance identified, we research the best strategies to match.

We maintain our completely independent approach when shopping for the best GIC and/or annuity. We don't just look at the best rate! Strength of company, liquidity options, guarantees, etc., are all taken into account when providing recommendations. We have an excellent fund and portfolio analysis system for comparing mutual, segregated and labour-sponsored funds. We can deal with all companies - it's the fund approach that's right for you that's important!

Keeping track of your investments is easy. When you come in for your review, a consolidated statement is provided showing all of your investments. You can also keep track of your mutual and labour-sponsored funds through secure electronic access to your account .

Mutual funds offered through: