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Investments

Whether you are saving for retirement, education, a home or any other investment needs, we offer a variety of products to suit your risk tolerance and saving needs, including:

  • Segregated Funds

  • Mutual Funds

  • G.I.C.'s

  • RRSP's

  • RRIF's, LIF's, Annuities

  • TFSA's

 

Each person has to consider several factors when deciding what products are best for thier needs. Our Licenced Financial Security Advisors will sit down with you and assess your goals, risk tolerance and accesibility to help you choose the right investments.

Mortgage  Insurance Coverage

Let us show you why our company will stand out compared to the others:

Our Term Insurance policies will cover your mortgage insurance needs as the most economical product for a short term goal. Unlike some intitutions our policies offer the following benefits:

- You are notififed of your approval of insurance when you apply for it, not on death.

- YOU choose your beneficiaries

- Contingent beneficiaries and trustee options are available

- Insurance is convertable to offer flexibility of the product without extra medical assessment.

Life and Health  Insurance

Life and Health Insurance is a crucial step in planning for your future and the future of your loved ones . The following products defined below help us to provide the best coverage for our clients:

  • Term Insurance provides life insurance protection for a specified period of time. Term life is sometimes convertible to permanent coverage, providing you with flexibility as your needs change.

  • Whole Life Insurance is a form of permanent life insurance that remains in force for your entire lifetime, provided premiums are paid as specified in the policy.

  • Universal Life Insurance is a form of permanent life insurance characterized by its flexible premiums, face amounts and unbundled pricing structure.

  • Disability Insurance-a product that insures the beneficiary's earned income against the risk that a disability creates a barrier for a worker to complete the core functions of their work.

  •  For example, the worker may suffer from an inability to maintain composure in the case of psychological disorders or an injury, illness or condition that causes physical impairment or incapacity to work.

  • Critical Illness Insurance is a product to provide you with a lump sum payment if youare diagnosed with one of the specific illnesses covered on the policy. This product helps you cover your expenses during your time of recovery from an illness, especially if you are unable to work.  Speak to one of our advisors for more information

Products we offer

HOURS & LOCATION
Location

14 Wellington Street South

P.O. Box 2140

St. Mary's, ON

N4X 1A1

 

Tel: (519)-284-1340

Toll Free: 1-866-287-8432

Fax: (519)-284-3853

Hours

Monday - Thursday

9am-4:30pm

Friday

9:00am-2:30pm

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Evenings and Weekends by Appointment

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