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

Products & Services

Product Selection Process

While arranging financial products that a client desires, we apply our substantial experience along with current research resources. Most importantly, we factor in our intuition, the customer’s intuition, and the experience and expertise the customer brings to the relationship.

Services We Provide Include:

  • 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. Include:

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

Products Offered through Investia Financial Services Inc. Include:

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

We Are Proficient In The Registering Of Your Investment And Savings Vehicles As:

  • TFSA (Tax Free Savings Account)
  • RRSP (Registered Retirement Savings Plan)
  • RESP (Registered Education Savings Plan)
  • RRIF (Registered Retirement Income Fund)
  • LIF (Life Income Fund)
  • In Trust For – Open
  • Joint – Open
  • Individual – Open

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