Solutions & Services

We offer clients a full choice of solutions and services to meet their financial and life management needs:

• Third-party solutions: mutual funds, stocks & bonds and more
• Proprietary solutions: customized solutions for your unique investment needs
• Insurance solutions: tax shelters, income protection, insured annuities, GICs and more
• Cash Management: lines of credit, RRSP loans, bank accounts and more
• Discount brokerage: self-managed brokerage through Qtrade Investor, Canada's Leading Independent Online Brokerage
• Health care concierge program
• Quick Tax: 20% discount for 2007