Insurance

  • Segregated Funds
  • Annuities
  • Life
  • Disability
  • Critical Illness
  • Health and Dental
  • Long Term Care
  • Business - Key Person

Banking (by referral)

  • Daily Interest Savings Accounts   Individual & Business
  • Mortgages & Lines of Credit
  • RRSP loans
  • Investment loans
  • Debt Consolidation strategies
  • Credit Cards


Investment

TFSA    Tax Free Savings Account

RRSP   Registered Retirement Savings Plan

RRIF     Registered Retirement Income Fund

LIRA     Locked In Retirement Accounts

RESP   Registered Education Savings Plan

GIC       Guaranteed Investment Certificate

GIO       Guaranteed Investment Option


Health & Dental

Individual plans
  • extended health benefits
  • dental benefits
  • vision
Business
  • Group RRSP Plans
  • Group Benefit Plans
  • extended health benefits
  • dental benefits
  • vision
  • life insurance

Travel Insurance
  • per trip
  • permanent travel insurance