Strategic Wealth Planning: Products and Plans

By: Strategic Wealth  09-12-2011
Keywords: Insurance, Financial Services, mutual funds

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

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.

Keywords: Critical Illness Insurance, Financial Services, Income Insurance, Insurance, Insurance Disability, Insurance Health, investment funds, Long Term Care Insurance, Mutual Fund, Mutual Fund Dealer, mutual funds, Registered Education Savings Plans, Registered Retirement Income Funds, Wealth Planning,