As an independent advisor, we have access to multiple insurance and investment companies so we can choose the best solution to fit your unique needs. This is not an exhaustive list of the companies we deal with.

Life and health insurance products are provided through Wealth Navigation Group.
Mutual funds products are offered through Portfolio Strategies Corporation. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.