Our Products & Services

As Certified Financial Planners, Jennifer & Les have a common goal of assisting their clients' in the development and the execution of a lifelong financial plan. Plans are executed and maintained through the use of a variety of financial planning and risk management tools.

Planning

Insurance

  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Personal Health Insurance
  • Travel Insurance
  • Group Benefits

Investments

  • GIC's
  • Mutual Funds
  • Guaranteed Income Products / Segregated Funds
  • RRSP's
  • RESP's
  • Non-Registered Accounts
  • Tax Free Savings Accounts
  • Manulife Bank Accounts - Personal & Business

Disclaimers:

  1. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. 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.
  2. Insurance products are provided through WealthLink.
  3. Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
  4. Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.