519-745-8771   |   1-800-866-8727
519-745-8771   |   1-800-866-8727

Financial Institutions

Diligent effort goes into selecting the short list of financial institutions whose products we offer to the public.

Strong, well established companies with proven track records make up our short list. Although we maintain a short list of companies for the core of our practice, we are able to deal with banks, life insurance companies and mutual fund companies that work with independents like ourselves.

Usually, company and product selection is a joint process between the customer and ourselves.

The Short List

Life Insurance & Critical Illness

  • Assumption Life
  • BMO Insurance
  • Blue Cross
  • Canada Life
  • Canada Protection Plan
  • Desjardins
  • Empire Life
  • Equitable
  • Foresters Financial
  • Humania
  • Industrial Alliance
  • Ivari
  • LA Capital
  • Manulife
  • Manulife (Standard)
  • Manulife One
  • RBC
  • Sun Life
  • UL Mutual
  • SSQ

Disability Insurance

  • Edge Benefits
  • Great West Life
  • Canada Life
  • Blue Cross
  • Alternative Compensation Program for Trucking Professionals

Group Insurance

  • Blue Cross
  • Equitable
  • Sun Life (Nexim – for Canadian Federation of Independent Business)
  • Great West Life
  • Empire Life
  • Industrial Alliance
  • Canadian Transportation Benefit Plan Inc.

Mutual Funds

  • Fidelity Investments
  • TD Asset Management
  • Invesco/Trimark Investment Inc.
  • RBC Asset Management
  • NEI Funds for ethical funds

Best Rate G.I.C.’s

As rates do fluctuate, we survey the Banks, Trust Companies, Insurance Companies and Mutual Fund Companies regularly.

“Thorough, professional, providing personal attention to individual planning needs. Follow-up quickly and accurately on wide range of competitive products.”
John – Accountant – Guelph, Ontario