Mutual Fund Investments1,
Segregated Funds2 and Payout Annuities
Retirement Savings Plans (RRSP’s) and Educational Savings Plans (RESP’s)
Critical Illness Benefits3
Disability Income Programs3
Long Term Care Income Programs3
Extended Health and Dental plans3
Mortgage & Creditor Insurance3
Key Person Insurance3
Estate Tax Liability Insurance3
Estate and Financial Planning
Tax Preparation Services
Corporate tax sheltered investments
Low tax investments
Income for Life and Insured Portfolios2
Creating income for families with disabled children
Registered Disabilities Savings Plans1
Double deductible RRSP’s and reduced tax RRSP withdrawals
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. 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.
3. Insurance products are provided through
multiple insurance carriers.