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

Products & Services

Serving within the Province of Ontario.

Product Selection Factors

  • Experience
  • Research resources
  • Intuition
  • Pricing & benefits
  • Recommendations

Services We Provide

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

Products Offered

  • Life Insurance (term and permanent)
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Mortgage Insurance
  • Health & Dental Benefits
  • Group Benefits
  • High Interest Savings Accounts
  • Segregated Funds
  • Annuities

Insurance products and services are offered through Parkwood Financial Services Inc. Segregated fund products are offered through Parkwood 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 fluctuations in the market value of the assets of the segregated fund.

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)
  • Self-directed options
  • Lumpsum pension rollovers

Our Compensation

We address your costs and how we are paid early in our interactions. We have a history of “staying ahead of the curve”, being competitive with respect to fairness in compensation for the customer, ourselves, and the industry infrastructure.