Individuals
Investment products
Whether you need help saving for your child’s education, building a nest-egg during your working years or managing your finances during retirement, we can help you create an investment portfolio tailored to fit your needs.
Mutual funds
A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.
Segregated fund policies
Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.
Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.
Other investment products
We also offer a range of specialized investment products, including:
- Specialized investment solutions
- Registered education savings plans (RESPs)
- Registered retirement savings plans (RRSPs)
- Registered retirement income funds (RRIFs)
- Guaranteed interest options and payout annuities
Insurance products
Along with helping you build and manage your investments, we can help you choose insurance products to minimize financial risk to you and your family.
Individual life insurance
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.
Disability insurance
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which could be jeopardized if tragedy strikes.
Critical illness insurance
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
