The Power of Integration

Providing high-level professional service that combines financial & investment advice with accounting services, retirement planning & estate planning.

FINANCIAL SOLUTIONS AVAILABLE

Advice & Solutions

Personalized Financial Planning

Investment Planning

Education Planning

Retirement and Estate Planning

Insurance Planning

Mortgage and Debt Planning

Severance Planning

Insurance Products

Segregated Funds

Annuities – Life & Term

Life & Disability Insurance

Critical Illness Insurance

Long Term Care

Investment Products

Discretionary Investment Management offered through the Independent Accountants' Investment Counsel Inc.

Government Registered Plans

Registered Retirement Savings Plans

Registered Retirement Income Funds

Locked-In Retirement Accounts

Life Income Funds

Defined Contribution Pension Plans

Registered Education Savings Plan

Individual Pension Plans

Tax Free Savings Accounts

Registered Disability Savings Plans

Business Solutions

Group Retirement Savings Plans

Company Pension Plans

Group Life & Disability Insurance

LEARN MORE ABOUT OUR SERVICE

Visit our Wealth Management Resource Library for more information

Winner For The Best

FINANCIAL PLANNER IN GUELPH