Investment Products
Available Accounts
- RRSPs and RRIFs
- Locked-In Retirement Accounts
- CDN$ and US$ Investment Accounts
- Business and Corporate Investment Accounts
- TFSAs and RESPs
Investment Products
- Stocks and Bonds that fit client values, including green bonds and fossil free investments
- Socially Responsible Mutual Funds
- Exchange Traded Funds (ETFs)
- Venture Capital and Private Equity
- GICs and High Interest Savings Accounts
- Annuities and Guaranteed Income for life options (through Leede Insurance)
Research Tools
Insurance
- Banking Products, Mortgages and Credit Lines
- Life Insurance
- Long Term Care Insurance
- Mortgage Insurance
- Disability and Critical Illness Insurance
- Business and Key Person Insurance
- Extended Health Insurance
Planning
- Mortgage vs rent calculator?is a nice tool for comparing renting to the cost of ownership
- 2019 Tax and Retirement Guide is a great resource for CPP, OAS, RRIF payment information, RESP rules, and more.