RIA: Certified Insurance and Investment. Responsible Investing specialization for 30 years. Number 1 provider – Mutual funds, ETFs, Guaranteed funds.
7 million members and clients, proud to be #1 on ‘The Banker’ magazine’s prestigious ranking of top performing Canadian banks.
Proof positive that our cooperative model pays off.
Best solutions for Life Insurance, Critical Illness and Long Term Care in Canada.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Ontario