I have access to other investment vehicles for high net worth clients in addition to Segregated and Mutual funds.

These managed portfolios or investment pools provide you the investor with institutional solutions for your individual investment needs. The managers of these portfolios or pools manage billions of dollars on behalf of individuals, trust funds, and institutional funds.

The minimum investment is $25,000 to  $150,000.

Individual Life Insurance

Assumption Life, AXA, BMO Life, Canada Life, DesJardins Financial, Empire Life, Equitable Life, Industrial Alliance, IA Pacific, Manulife, RBC Insurance, Standard Life, Sun Life, Transamerica Life, Unity Life, UI Mutual

Disability Insurance

Canada Life, Manulife, RBC/UNUM, Great West Life, The Edge

Critical Illness Insurance

AXA, BMO Life, Canada Life, Desjardins Financial, Empire Life, Equitable Life, Industrial Alliance, RBC Insurance, Standard Life, Unity Life

Group Insurance

Assumption Life, Desjardins Financial, Empire Life, Equitable Life, Great West Life, Industrial Alliance, Manulife, Standard Life, Sun Life