Offering a complete range of quality investments and services

Investments for income

  • Treasury bills and money market securities
  • Canada Savings Bonds
  • Guaranteed Investment Certificates
  • Government and corporate bonds
  • Preferred shares
  • Income trusts
  • High-yield common shares

Money management services

  • Advisor Accounts
  • Portfolio analysis
  • Managed portfolios
  • All-inclusive, and tax-efficient fee structure

Investments for growth

  • Canadian and international equities
  • Mutual funds
  • New issues

Investment research

  • Economic review
  • Interest rate forecasts
  • Fundamental research
  • Canadian, U.S, and international
  • Strategy reports
  • Trend and cycle

Savings and tax-reducing plans

  • Retirement Savings Plans (RSPs)
  • Retirement Income Funds (RIFs)
  • Tax-Free Savings Accounts (TFSAs)

Insurance products & services

  • Life annuities
  • Term annuities
  • Life insurance
  • Estate planning
  • Capital gain insurance
  • Charitable gift annuities

Client services

  • Monthly statements
  • Portfolio valuations
  • Income collection and summary