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

Products & Services

Product Selection Factors

  • Our years of experience
  • The Customer’s experience
  • Current research resources
  • Our intuition
  • The Customer’s intuition

Services We Provide

  • Specific Requirements
  • Basic Income Estate Analysis
  • Basic Retirement Planning
  • What If Scenarios
  • Basic Estate Planning
  • Journeying/Encouraging
  • Seminars/Workshops

Products Offered through Parkwood Financial Services Inc.

  • Life Insurance of all types
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Mortgage Insurance
  • Health & Dental Benefits
  • Group Benefits
  • GICs, Term Deposits
  • Segregated Funds
  • Annuities

Products Offered through Investia Financial Services Inc.

  • Mutual Funds (commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments)

Investment Products

  • RRSP (and Spousal-RRSP) and RRIF (and Spousal-RRIF)
  • Tax Free Savings Account (TFSA)
  • Locked-in Retirement Account (LIRA) and Life Income Fund (LIF)
  • Registered Disability Savings Plan (RDSP)
  • Registered Education Savings Plan (RESP)
  • Non-registered (individual and joint)
  • Self-directed options

Our Compensation

How we are paid and your costs are addressed very early on in our interactions. We have a long history of staying ahead of the curve, being competitive with respect to fairness in compensation for the customer, ourselves, and the industry infrastructure.

“Doesn’t sell more than I can afford.”
Marianne – Assembler – Kitchener, Ontario