Wealth management products
Financial products are part of a well-thought-out financial security plan. We’ll help you make sure the financial security products you purchase address your specific needs, whether you are planning for your retirement, saving for your child’s education or starting your own business. We have access to a broad range of insurance, investment and retirement income products to help you achieve your goals.
Investment products and plans
Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.
- Mutual funds
- Segregated fund policies
- Guaranteed interest options and payout annuities
Along with helping you build and manage your investments, we can help you choose insurance products to reduce financial risk to you and your family.
- Individual life insurance
- Disability insurance
- Critical illness insurance
- Health and dental insurance