Segregated Funds

A segregated fund policy could be beneficial to anyone interested in diversifying their savings and providing protection from significant market downturns through guarantees.

Mutual Funds

Investing in mutual funds involves placing your money in a larger pool of funds managed by a group of professional money managers. By doing this, you can more effectively diversify your investment portfolio than you may be able to do when making your own investment decisions.

Guaranteed Interest Options

A guaranteed interest option (GIO) is an investment type that’s designed for people who don’t want to take any risks with their savings.


Any Canadian aged 18 and older with a valid social insurance number can open a Tax-Free Savings Account (TFSA).


Anyone who has children or grandchildren planning to attend a post-secondary institution can take advantage of a Registered Education Savings Plan (RESP).


The Registered Retirement Savings Plan (RRSP) is a tax-deferred savings account that can help Canadians prepare for retirement.