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Individual and Family Services
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Mutual Fund

One of our companies is a duly registered independent mutual-fund broker. This means we have access to all the investment funds available on the market. We can work with you to select the best possible products to achieve your investment objectives.

Your Objectives

Whether you are buying a home, financing education, preparing for retirement, or any other project, your first step is to define your objectives. We will support and advise you throughout this process. Once your objectives have been clearly defined, we will suggest investments with features and return prospects that fit with your personal situation.

Types of Accounts

We offer all types of accounts, from non-registered accounts to tax-advantaged accounts such as TFSAs, RRSPs, LIRAs, LIFs, RESPs and RDSPs. We will help you decide which accounts are best for you.