We have access to all of the major mutual fund companies including but not limited to, AGF, Brandes, CI, Dynamic, Excel, Fidelity, Front Street, IA Clarington, Mackenzie, Manulife, CIBC/Renaissance, Sentry, Sprott and Templeton. GIC’s – through Worldsource we have access to GIC’s ranging from one to five years.
Segregated funds
This is the insurance industry’s version of mutual funds. It is an investment fund that combines the growth potential of a mutual fund with the security of a life insurance policy. Unlike mutual funds, segregated funds provide a guarantee to protect part of the money you invest.
Guaranteed withdrawal investments
Once the minimum age requirement is met, the guaranteed minimum withdrawal benefit provides a guaranteed income stream through periodic withdrawals.
Our ProcessHow We Work
