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  Short List of Companies
 
 
Life Insurance
 
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Canada Life
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Equitable
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RBC Insurance
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Manulife Financial
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Industrial Alliance
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Transamerica
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Empire Life
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Canadian Protection Plan (Guarantee Issue)
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Sun Life
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BMO Life

Disability Insurance

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

 

Group Insurance

 
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Blue Cross
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Equitable
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Sun Life
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Great West Life
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Empire Life
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Industrial Alliance
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Canadian Transportation Benefit Plan Inc.

 

A great deal of diligent effort goes into selecting a short list of companies.

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, trust companies, life insurance companies and mutual fund companies that work with independents like ourselves.
 

Mutual Funds

 

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Fidelity Investments
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AGF Fund Management Ltd.
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MacKenzie Financial Corporation
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Franklin Templeton Management Ltd.
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Renaissance Investments (CIBC)
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Canadian Western Trust
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Invesco/Trimark Investment Inc.
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Acuity Funds Ltd.
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Meritas Mutual Funds Inc.
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RBC Asset Management

 

Best Rate G.I.C.'s


As rates do fluctuate, we survey the Banks, Trust Companies, Insurance Companies and Mutual Fund Companies regularly.
 
Regardless of the company we select, our practice is to check rates and prices before finalizing paper work thereby making no assumptions. Sometimes we need to use different companies, given your unique situation.
 
Bottom Line - what ever the product, let's make sure that you are not paying too much - and we ensure that.
 
 
 

John L. Housser

519-745-8771   |   1-800-866-8727
jlhousser@parkwoodfs.com

Copyright 2003 Parkwood Financial Services Inc.
Last modified: Oct 17, 2012