THE INFORMATION ON THE WEB SITE IS INTENDED FOR RESIDENTS OF ONTARIO ONLY

For Individuals

  • Insurance products to help you manage risk and unexpected costs
  • Investment products to help you plan for retirement and reach your financial goals
  • Mortgage products to help you make home ownership a piece of your plan
  • Banking solutions tailored to your needs
  • Click here for Individuals

 

Products and Services

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child’s education, build a successful business or retire comfortably.

We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

Investment products

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.

Mutual funds

A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.

Through Quadrus Investment Services Ltd., we have access to thousands of mutual funds, including the Quadrus Group of Funds – an exclusive mutual fund family that offers clients a multi-managed, multi-style approach by some of the world’s leading investment managers.

Make your investment decisions wisely. Important information about mutual funds is found in the funds’simplified prospectus. You can obtain a copy of this from your investment representative. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

QuadrusQuadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission.

Segregated fund policies

Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.

Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.

Mortgages

Financing a home may be the biggest financial decision you make. As your financial security advisors, we can help you make the right decision by helping tailor a mortgage to your financial security plan. We work with London Life mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you.

Other investment products

We also offer a range of specialized investment products, including:

  • Specialized investment solutions
  • Registered education savings plans (RESPs)
  • Registered retirement savings plans (RRSPs)
  • Registered retirement income funds (RRIFs)
  • Guaranteed interest options and payout annuities

 

 Insurance Products

Along with helping you build and manage your investments, we can help you choose insurance products to minimize financial risk to you and your family.

Individual life insurance
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.

Disability insurance
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.

Critical illness insurance
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.

Health and dental insurance
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. We can help you build a plan that supplements your provincial government plan.

Solutions Banking™

Many people don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.

Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.

With Solutions Banking products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.

Solutions Banking products and services, provided by National Bank of Canada, include:

  • Bank accounts
  • Loans and lines of credit

 

Arrange to meet with us today to discuss your financial security plan and how these products and services could help you meet your needs and goals.

Contact us today by  Ph:  (905) 987-3866   |   Fax:  (905) 987-9845   | Toll Free:  1-888-388-3114 or fill out the form below and we will get back in touch with you shortly.

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