We offer a variety of financial services including:
Investia Financial Services Inc.
- Investment portfolio planning
- Retirement planning
- Estate planning
- Investment strategies
- RRSP’s (Group & Individual), RRIF’s
- RESP’s
- Mutual Funds, GIC’s
- TFSA’s
- FHSA (First Home Savings Accounts)
Manulife Securities Insurance Inc.
- Life Insurance
- Critical Illness Insurance
- Accident & Disability Insurance
- Segregated Funds (Principal Guaranteed)
- Annuities
Through Red Oak Financial we offer:
- Detailed tax planning
- Tax preparation services
- Accounting services