Estate & Planning

Take steps to protect, save and grow your wealth. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on. We can help you:

• Manage your banking and investments with personalized services tailored to your needs
• Take an integrated approach with teams of tax estate, accounting and legal experts working for you
• Develop and implement wealth management strategies based on your goals

Insurance Solutions

Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. 

With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.  We can provide educated advice and expertise in:

• Health Insurance
• Life Insurance
• Travel Insurance

Investment Solutions

Whether saving for retirement or a child’s education, portfolio investing or planning your estate, we provide investment products for Canadians to cover all stages of life.  

• Meet your personal wealth and business needs with comprehensive and integrated investment services
• Support your wealth goals holistically through partnerships with key banking, private wealth and advisory services
• Save, invest and grow your wealth with strategies based on your priorities now and as they change over time

Group Solutions

Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs.  Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.

• Group Benefits
• Group Retirement
• Group Pension