Financial Planning & Wellness


Our investment professionals can provide you with access to a wide spectrum of investment* and insurance products and assist you with developing your strategy, no matter what stage of life you are in.

Investing

  • Stocks & Bonds
  • Mutual Funds
  • Segregated Funds
  • Term Deposits

Insurance

  • Life Insurance
  • Living Benefits
  • Long-Term Care Insurance
  • Business Insurance

Planning

  • Estate
  • Retirement
  • Tax
  • Education
    *Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.