Products and Plans

Implementing strategies to achieve financial goals may require the acquisition of one or more financial products and/or plans. The following is a list of the products and plans available to our clients:

Registered Retirement Savings Plans (RRSP's)
Registered Retirement Income Funds (RRIF's)
Life Income Funds (LIF's)
Registered Education Savings Plans (RESP's)
Tax Free Accounts (TFSA’s)
Life Insurance
Mortgage Insurance
Health Insurance
Disability Income Insurance
Critical Illness Insurance
Long Term Care Insurance
Investment Funds (GIC's and Segregated Funds)
Mutual Funds*
Annuities

*MUTUAL FUNDS DISCLAIMER
Only registered representatives of a Mutual Fund Dealer offer mutual funds. Mutual Funds are available through Investia Financial Services Inc., a Mutual Fund Dealer with a Branch located at the same address as Strategic Wealth Planning

Strategic Wealth Planning is a separate legal entity, unrelated to Investia Financial Services Inc. and is not a Mutual Fund Dealer.

Commissions, trailing commissions management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.