The plans are in place, now what?

There are a myriad of products available in the marketplace to fill up each bucket, but what are those options?

Understanding the level of risk a client is willing to endure, their tax situation, along with future estate plans, are all considerations when choosing the right investment for a client portfolio.

• As an investment representative, we can also offer you Mutual Funds
• Segregate Funds
• High Interest Savings Account
• Annuities
• Guaranteed Interest Certificate (GIC)

A description of the key features of the segregated fund policy is contained in the information folder.   Any amount that is allocated to a segregated fund is invested at the risk of the policy owner and may increase or decrease in value.