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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:
RRIF's, LIF's, Annuities
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.
Mortgages and Insurance Coverage
We offer competative rates with the ability to discuss with you what product best fits your needs; whether its to pay down the mortgage quickly or debt consolidation, we will go through all the facts before getting started. Speak to our advisors today for more information.
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
14 Wellington Street South
P.O. Box 2140
St. Mary's, ON
Toll Free: 1-866-287-8432
Monday - Thursday
Evenings and Weekends by Appointment