Products & Services

Investment Products

Available Accounts
  • RRSPs and RRIFs
  • Locked-In Retirement Accounts
  • CDN$ and US$ Investment Accounts
  • Business and Corporate Investment Accounts
  • TFSAs and RESPs
Investment Products
  • Stocks and Bonds that fit client values, including ‘green’ bonds and fossil free investments
  • Socially Responsible Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Venture Capital and Private Equity
  • GICs and High Interest Savings Accounts
  • Annuities and Guaranteed Income for life options (through Leede Insurance)

Research Tools

Insurance

  • Banking Products, Mortgages and Credit Lines
  • Life Insurance
  • Long Term Care Insurance
  • Mortgage Insurance
  • Disability and Critical Illness Insurance
  • Business and Key Person Insurance
  • Extended Health Insurance

Planning