Head Office
104B - 3550 Saanich Road
Victoria, BC
V8X 1X2
P. 250 480 1095
F. 250 886 6800
Fort Street Office
4th Floor - 888 Fort Street
Victoria, BC
V8W 1H8
P. 250 475 3443
F. 250 475 0101
Services
| We provide a broad range of services and products to meet the diverse needs of our clients. Please see below for more info. | |||
| Services | Products | ||
 |
Financial Planning | |
Mutual Funds |
|
Tax Planning | |
GICs |
|
Estate Planning | |
Segregated Funds |
|
Portfolio Analysis | |
Insurance Brokerage Services |
|
Insurance Analysis | |
Group Benefits Plans |
|
Online Portfolio Access | |
Tax Free Savings Accounts (TFSA) |
|
Financial Calculators | |
Individual Pension Plan (IPP) |
|
Online Financial Library | |
Annuities |
|
Life Planning Resources | |
RRSPs, RRIFs, RESPs |
|
Monthly Email Newsletter | |
LIFs and LIRAs, LRIFs |
