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