Products & Services

Life Insurance

  • Manulife
  • Sun Life
  • Great West Life
  • Equitable Life
  • Empire Life
  • Industrial Alliance
  • most major insurance companies

Critical Illness Insurance

  • Manulife
  • Sun Life
  • Great West Life
  • most major insurance companies

Disability Insurance

  • Great West Life
  • UNUM
  • Canada Life
  • Manulife
  • most major insurance companies

Annuities

  • Sun Life
  • Equitable Life
  • Manulife
  • Great West Life
  • most major companies

Group Insurance and Employee Benefits

  • Manulife
  • Sun Life
  • Encon
  • ARA (Regional Rep.)
  • Great West Life
  • ICBA (Regional Rep.)
  • Co-operators
  • most major companies

Health and Dental Coverage

Travel Insurance

Mutual Funds

Sold through Investment Planning Counsel, mutual fund dealer

  • Mackenzie
  • AGF
  • BMO Guardian
  • TD Asset Management
  • Fidelity Investments
  • Manulife Investmenst
  • Standard Life
  • Invesco Trimark
  • Brandes
  • CI Funds
  • Dynamic
  • Counsel Portfolio Services
  • most major companies

Segregated Funds

  • Manulife
  • Sun Life
  • most major companies

GIC & Term Deposits

  • AGF Trust
  • B2B Trust
  • Bank of Montreal
  • Citizens Bank
  • Coast Capital Savings
  • Equitable Trust
  • HSBC Trust
  • Laurentian Bank
  • Maple Trust
  • MRS Trust
  • National Bank
  • TD/Canada Trust

Group RRSP

Registered Disability Savings Plan (RDSP)

Registered Education Savings Plan (RESP)

Tax Free Savings Account (TFSA)

Registered Pennsion Plan (RPP)

Registerd Retirement Income Fund (RRIF)