Meeting Your Comprehensive Needs:

In order to implement each client's customized financial strategy, our advisors can draw from a broad array of financial solutions, including:

Investment Solutions:

• Private Client Managed Portfolios offered by a variety of third party investment companies.
• Pooled Funds and Wrap Accounts.
• Separately Managed Accounts.
• Segregated Funds and Portfolios.
• Guaranteed minimum withdrawal benefit segregated funds.
• An extensive selection of Mutual Funds, including many available with high net worth discounted pricing models for larger accounts.
• Banking related services including RRSP loans, investment loans, lines of credit, GICs, daily banking services and more.

Risk Management Solutions

Life insurance from a wide variety of Canadian Life insurance companies.  Living benefits, including long term care, disability, critical illness and health insurance.*

• Life Insurance*
• Living Benefits*

* Insurance Products Offered Through IPG Insurance Inc.