 Guaranteed Investment Funds
|
Money that insures your capital, while achieving better long-term rates of returns. |
Segregated Funds |
| Money that has unique features that most traditional investment vehicles don't have. |
RRSP's |
Plans that help people maximize on their money at a time that they want to enjoy their retirement. |
Children's Education Plans |
Accumulation made easy, we can put aside some money and benefit from government grants and bonuses, to offset the high tuition cost we are facing in the future. |
Mutual Funds * |
A group of many types of investments that are put together to achieve a long term rate of return to offset the damaging effects of inflation and high tax consequences.
* Peak Investment Services Inc. |
Leverage Loans |
| Making money with other people's money. |
Life Insurance – Permanent |
| Building inter-generational wealth or offset tax burdens, creating an estate, a legacy, maximizing on wealth accumulation, and caring for the people you love. |
Life Insurance – Term |
| Protection for a duration of time when it's needed the most. |
Travel Insurance |
| Peace of mind when you want it the most. |
Mortgage & Debt Insurances |
| Covering a mortgage or a specific debt for a certain amount, and for desire length of time, tailored to you. |
Group Insurance and Savings |
A collective group of individuals in a company or industry benefiting as a whole. |
Planned Donations |
| What does your money mean to you? How do you want that money to help your community, an organization or a cause you believe in deeply. |
Medical & Dental Plans |
| Protection for business owners or self-employed workers and anyone else who are not eligible for group plans. |
Income Replacement |
| Money needed to replace or supplement an income for a specific time or amount. |
Disability Insurance |
| Who will pay you if you become sick or have an accident? |
Long Term Care |
| Weekly or monthly amounts given for services and support to maintain you're day to day activities if you were to lose your independence, to an illness or simply from aging. |
Critical Illness |
| Designed for people who may become critically ill, who may need a lump sum of money to get the treatment they deserve so they can get better. |
Life
Annuities
|
| A pension that is tailored to you, that can be paid though out your lifetime. |
