Financial planning & solutions

Your financial future should be custom-made

Your financial security plan should be as unique as you are. Tailor-made to fit your needs. We offer a wide range of products, solutions, and expert guidance to create a completely customized plan that’s unique to you.

Our financial solutions

A financial security plan should be personalized to you. Our financial security advisors offer a wide range of products, including individual life, disability and critical illness insurance, and wealth management products, such as segregated fund policies and annuities. Through the mutual fund dealer Quadrus Investment Services Ltd., investment representatives have access to thousands of mutual funds, including those within our exclusive Quadrus Group of Funds family.

With a variety of products and services to meet your needs, we can help give you freedom to plan your freedomTM.

What types of insurance are available?

Life insurance

Life insurance is an important part of any sound financial security plan. It can mean the difference between leaving your loved ones financially secure or struggling with debt.

Learn more about life insurance

Health insurance

We provide a health and dental benefit plan, designed for individuals and families who are looking for help to pay expenses not covered by their provincial health plan.

Learn more about health insurance

Income and asset protection

A financial security plan that includes critical illness and income replacement insurance can help financially protect you and your loved ones, and help realize your long-term goals.

Need some advice? Talk to one of our advisors to learn more.

Preserving your business

As a business owner, it's important to consider the various ways to cover the risks your business faces, protect your employees and build employee satisfaction and loyalty.

We offer a number of solutions to help business owners like you protect and grow your business.

Investing in your future

RESPs offer an effective way to maximize the money available to your children or grandchildren when they enrol in a full-time post-secondary program. And anyone – parents, grandparents, other family members and friends – can open an RESP for a child.As the cost of post-secondary education continues to rise, it’s becoming even more important to start saving early for their future education. Your investment representative can help you choose the right RESP solution.

Solutions Banking

The smart choice for your banking needs. 

Solutions BankingTM is a smart alternative to traditional banking. It’s simple and straightforward; competitive and convenient.