Parkwood Financial Services Inc.

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Since 1985, Parkwood Financial Services Inc. has been helping people protect their income and their loved ones.

Serving the Province of Ontario, Canada, we take pride in our small team and treat every single client as family. Don’t let our small-town feel fool you: we work with some of Canada’s most reputable companies and institutions.

Our Customers Include:

Families
Individuals
Corporations
Business-people
Trucking Professionals (Owner-operators)
People who are retired or contemplating retirement

Products

We use various combinations of financial products and strategies to help protect and build towards your goals and objectives. We recognize that other professionals may need to be involved to assist with some products and/or services.

“We believe that at the end of one’s life, many things will have made little difference. What will matter, however, is the quality of advice they got.”

Suppliers

For the more self-directed customer we would be happy to put your business with a financial institution of your choice. We do maintain an evolving short list of preferred companies for customer solutions.

Approach

Our style is to seek to understand you, your unique goals, objectives and circumstances. Then we take the responsibility and work alongside you, in a style similar to Wayne Gretzky when he was asked what helped him become the greatest hockey player of all time: his response was, “If I am the greatest, perhaps it is because I skate to where I think the puck will be, not where it is.” This sentiment has an influence on the way in which we work with you and in making recommendations. We employ the professional skills and attitudes that promote long-term relationships, repeat buyers, and new customers through referrals.

Products We Handle 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 We Handle through Investia Financial Services Inc.

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

Saving Strategies

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)

Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds, exempt market and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market products/exchange traded funds investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product investments and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.

Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Insurance products are provided through multiple insurance carriers. Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers