What we offer


Mutual funds
Tax Free Savings Account (TFSA)
Registered Retirement Savings Plan
Registered Retirement Income Fund
Locked-in Retirement Acct
Locked-in Income Fund
Registered Education Savings Plan
Self-Directed RRSP’s
Pre-authorized Investments plans
In-trust Accounts
Guaranteed investment certificates
Stocks & bonds (1)(2)


Personal financial planning
Business financial planning
Retirement planning
Tax planning
Estate planning
Group retirement services


Life & disability Insurance (2)
Critical Illness (2)
Health and Travel Insurance (2)
Group Insurance (2)
Annuities (2)
Segregated funds (2)
Guaranteed investment certificates (2)


RRSP Loans (1)
Investment Loans (1)(3)

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

(1) The above product & services are available under a referral arrangement
(2) The above products & services are only available to residents of the Province of Quebec.
(3) The above products & services are offered through a referral or B2B Bank.