Products and services include:

  • Mutual funds
  • Segregated funds
  • GIC’s, Daily Interest Savings
  • Group RRSPs
  • Monthly savings plans
  • Systematic withdrawal plans
  • TFSAs, RESPs, RDSPs, RRSPs, RRIFs, and LIFs
  • Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered sharing plans
  • Banking and mortgage products (on referral basis)
  • Other specialty plans
  • Telephone and online banking
  • Life insurance: term, whole life, universal life
  • Disability insurance: income replacement and business overhead protection
  • Critical illness insurance: enhanced and basic plans
  • Long-term care insurance: facility and home coverage
  • Health care benefits for individuals and associations
  • Annuities: term certain, life

*Insurance products are provided through Adam Lee Financial Services Inc.