Your Life - Real Solutions
Our team mission is to establish a personal trust relationship with clients through integrity, honesty and client-centred service excellence.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Health and dental insurance
Health and dental insurance is a simple and cost-effective way for Canadians to lower their risk of expenses from unexpected medical bills resulting from an illness or accident. It can also offset expenses associated with preventative care.
Are you a business owner?
A group benefits plan is an important part of the financial security plan of your business. Under a group benefits plan, financial risk associated with loss of life, disability and health-related expenses is shared and priced based on the lives of a group of people. With a group benefits plan, when a member of the group dies, becomes ill or needs healthcare services, the plan provides compensation according to the terms of the contract.
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Contact us
Owen Sound, ON
N4K 5P7
Office: | 519-371-7066 |
Fax: | 519-371-6633 |
