After much consideration, AEGON Canada, our former parent company, decided to focus on its key business, the manufacturing of individual life insurance and annuity products and to end its interest in Money Concepts.  AEGON Canada chose Industrial Alliance because of its commitment to continuing and enhancing the Money Concepts business and brand across Canada.


Who is Industrial Alliance?

Founded in 1892, Industrial Alliance and Financial Services Inc, is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.  The fifth largest life and health insurance company in Canada, Industrial Alliance is at the head of a large financial group, which has operations across Canada as well as in the Western United States.  Industrial Alliance contributes to the financial wellbeing of over 3 million Canadians, employs more that 3,100 people and manages and administers over $50 billion in assets.  Industrial Alliance stock is listed on the Toronto Stock Exchange under the ticker symbol IAG.  Industrial Alliance is among the 100 largest public companies in Canada.

The operations of Money Concepts will be merged with Investia Financial Services Inc., a wholly owned subsidiary of Industrial Alliance upon regulatory approval.  Industrial Alliance recognizes the value of Money concepts and is committed to its long-term growth.

For more information on Industrial Alliance or INVESTIA, please visit their websites:

www.inalco.com or www.investia.ca.


What does this mean to you?

As a client of Money Concepts, there will be no change in your dealings with me, or the products and services I currently provide.

The AEGON Dealer Services logo will eventually disappear, but Money concepts will continue as a distinct entity, and will retain the brand that you have come to trust and respect.  In the near future, on all statements and communications you receive from me, you will see the Money Concepts logo alongside the Investia logo.

If you have any questions, please contact me at 613-445-8624 or 613-678-3861.

Thank you for choosing Money Concepts for your financial planning needs.

Sincerely

Theresa Wever, CFP, EPC, CIM                                 Lise Shannon, PFP