I am an individual

Financial inertia

You may have inertia and not even know it.

Go beyond borders to get past inertia

Global growth opportunities can help you move forward

Ideal Segregated Funds

A segregated fund combines the performance potential of a mutual fund with the security of an insurance product.

Ideal Term Funds

Competitive rates, registered and non-registered plans – the flexibility and security you need for any term

Savings solutions

Every stage of life comes with investment needs. We have financial solutions that evolve with you. Growing your savings? Want to maintain your family’s standard of living no matter what happens? Looking for tax-efficient ways to leave assets to your kids? Take a look at our Investment Solutions.

Plan my retirement

Plan for life offers clear communication and embedded guidance making retirement planning easy, right from day one.