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.


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


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


  • 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.