Friday, December 13, 2019

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Services

head_servicesINVESTMENTS

  • Guaranteed Investments
  • Mutual Funds
  • Segregated Funds – Manulife Income Plus

BANK ACCOUNTS

  • High Interest Savings and Chequing Accounts
  • Referral Products – Manulife Bank offers an account that could save you thousands. I am authorized to refer you if you’re interested.

PERSONAL INCOME TAX PREPARATION

INSURANCE

  • LIFE – Term and Permanent Insurance
  • Mortgage
  • Disability
  • Critical Illness
  • Long Term Care
  • Group
  • Dental & Drug Plans – Flexcare
  • Personal Accident Disability Insurance
  • Travel

PLANNING

  • Tax
  • Estate
  • Financial
  • Retirement
  • Business Succession

 

Mutual funds are sold through PEAK Investment Sevices Inc.
Segregated funds,GIAs, GIOs & Insurance are sold through PEAK Insurance Services Inc.