If you can't find what you're
looking for on the list below, feel free to ask us about the service or product you want
by filling out our comments form or sending us an e-mail.
For your personal and family
needs
| |
Wealth
Creation |
Comprehensive Financial Planning
Mutual and Segregated Funds*
Guaranteed Investment Certificates - GIC
Term Deposits
In Trust For Accounts
Registered Retirement Savings Plans - RRSP*
Registered Education Savings Plans - RESP*
|
| |
Wealth
Protection |
Complete Retirement and Estate Planning
Analysis of Retirement and Severance Packages
Probate and Tax Minimization
Balanced Estate Distribution
|
| |
Tax
Reduction |
Long-term Tax Planning
Annuities
Tax-assisted Investments
Registered Retirement Income Funds - RRIF
|
| |
Income
Protection |
Life Insurance
Critical Illness Insurance
Disability Insurance
Major Medical and Travel Insurance
|
| |
Education |
Community Financial Planning Seminars and Panel
Discussions
In Trust For Accounts
|
For your business needs
| |
Employees |
Group Registered Retirement Savings Plans - RRSP
Group Pension Plans
Group Extended Health Plans
Group Life and Disability Insurance Plans
|
| |
Corporate |
Comprehensive Financial Planning
Tax Planning
|
| |
Business
Protection |
Partnership Insurance Plans
|
| |
Education |
On-site Financial Planning Seminars for Employees
|
*
Products
and services offered through
Investia Financial Services
| 
