When identified in our financial planning process, as a solution, or requested, we have access to industry-leading insurance and investment products in Canada.

From saving for your child’s education, to planning a vacation, setting aside funds for retirement income, or the management of your finances during retirement, we can help you create an investment portfolio that meets your needs. Where appropriate, through Canada Life, we can request the assistance of a Private Wealth & Estate Services team to help create your plan.

Through Canada Life and other providers we offer the following:

  • Accidental Death and Dismemberment Insurance
  • Business insurance
  • Critical illness insurance
  • Disability insurance
  • Group insurance
  • Group retirement plans
  • Guaranteed investment products
  • Health and dental insurance - click here
  • Health Spending Account - click here - an for business owners to have their business pay their personal health expenses in a tax-deductible manner. 
  • Life insurance
  • Loans from National Bank and B2B Bank
  • Home Financing/Mortgages - contact us to discuss
  • Income annuities, registered retirement savings plans (RRSPs), registered retirement income funds (RRIFs), and life income funds (LIFs)
  • Segregated fund policies – Tax-free savings accounts (TFSAs), registered retirement savings plans (RRSPs)
  • Travel Insurance - Manulife | TuGo
  • Whole Picture Financial Planning

Canada Life Mutual Funds and Quadrus Investments offers:

Mutual funds for registered education savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs)
Make your investment decisions wisely. Important information about mutual funds is found in the funds' simplified prospectus. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate.
Solutions BankingTM products and services, offered through select distributors, are provided by National Bank of Canada, which is a licensed user of Solutions Banking, a registered trademark of Power Financial Corporation. Solutions Banking™ products and services are provided by National.

Financial Horizons Group is pleased to work with the following providers and partners in order to offer the insurance, investments, group benefits and succession planning that constitute an array of services.