Solutions & Services

We offer clients a full choice of solutions and services to meet their financial and life management needs:

• Tax-Free Savings Accounts: a new way to save
• Investment solutions: mutual funds, stocks & bonds including price and performance information
• Wealth Planning: a broad range of wealth planning resources to deliver customized solutions for your unique needs
• Insurance solutions: tax shelters, income protection, insured annuities, GICs and more
• Cash Management: lines of credit, RRSP loans, bank accounts and more
• Mortgage Referral: our mortgage referral arrangement through Invis
• Discount brokerage: self-managed brokerage through Qtrade Investor, Canada's Leading Independent Online Brokerage
• The Path to Wellness: health care concierge program
• Quick Tax: 20% discount for 2009