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 investment and retirement income products to help meet your individual and business needs and goals.

Mortgage referrals and insurance products, inclusing segregated fund policies are offered through Truvision Financial Inc. and Investment Representatives Steve Scott, Lino Ciuffreda, Kim Hume-Scott, Keith McCutcheon, Brad Switzer, Kieran Switzer, Mark Callon and Tally Tatti offer mutual funds through Quadrus Investment Services Ltd.


For Businesses

  • Group benefits to help you recruit and retain employees
  • Various types of insurance to help you protect your business
  • Banking solutions tailored to fit your needs

Click here for Businesses

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

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.