Products & Services

We offer a full range of life, health and accident insurance and investment products and financial planning services. We can provide access to the insurance and investment plans and products of Canada's leading financial institutions.


 
Insurance

 

  • Life

  • Cancer

  • Disability

  • Mortgage

 
 

 

  • Credit

  • Critical Illness

  • Hospitalization

  • Accident

Investments

 

  • Mutual Funds

  • Segregated Funds

  • RESP

  • TFSA

 

 
 

 

  • RDSP

  • Annuities

  • RRSP

  • RRIF

 

 

  • LIRA

  • LIF

  • GIC

DISCLAIMERS

 

Mutual Funds

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.

 

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 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.

 

Annuities and Insurance Products

Annuities and Insurance products are offered through Industrial Alliance, IA Excellence, Standard Life, Medavie Blue Cross, Manulife, Canada Life, Equitable Life, BMO Insurance and Assumption Life.

 

Segregated Funds

Segregated Funds 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 polcy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

 

GIC

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

 

 

239 Brownlow Avenue, Suite 204

Dartmouth, NS  B3B 2B2
swp@strategicwealth.ca

Tel: 902-468-0017

Fax: 902-701-6643

© 2014 Strategic Wealth Planning