Financial Products and Services in Oshawa

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, including:

Canada Life

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.

Products and Services

For Businesses

► Protecting your business

► Protecting your employees

For Individuals and Families

► Investment products

► Insurance products

For Businesses

Protecting Your Business

You’ve worked hard to build your business; we want to help you protect it. Whether starting a new venture or maintaining a successful one, we can help you address your needs.

Life insurance
Disability insurance
Critical illness insurance

businesses

Protecting Your Employees

Your business or organization is unique, and so are your people. Whether you have three or 35 employees, we have access to comprehensive group benefits plans to help you retain your valuable staff:

Benefits plans for small businesses
Health-care and dental-care benefits
Wellness and disability benefits
Life and accidental death, and dismemberment benefits
International benefits plans
Online services

employees

investment

For Individuals

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.

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.

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 a 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.

insurance