Products
As independent advisors with a diverse product shelf, we are not limited to the proprietary products of any one bank, mutual fund or insurance company. For non-registered investments, we will consider all tax advantaged products such as Corporate Class and T-Series funds.
Our Product Shelf Includes:
- Mutual Funds – access to every major fund company in Canada
- Exchange Traded Funds (ETF)
- Hedge Funds
- High Interest Savings Accounts (HISA)
- Socially Responsible Investing (SRI)
- GICs
- Segregated Funds
- Annuities
- Life, Disability, Critical Illness and Long Term Care Insurance
Available Account Types:
- Non-registered (Open)
- RRSP / LIRA
- RRIF / LRIF / LIF
- Group RRSP
- TFSA
- FHSA (new!)
- RESP (Individual or Family)
- Registered Disability Savings Plan (RDSP)
- QROPS
- Trusts
Annuities and other Life Insurance products are available through term/mart Insurance Agency Ltd.