Financial Planning Products and Services
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:
Canada Life Mutual Funds and Quadrus Investments offers
Canada Life 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.
Let’s talk about a financial solution that’s right for you.
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
The use of email is not a secure medium and personal information should be transmitted by more secure means.
Insurance products, including segregated fund policies, are offered through DO Financial, and Dave Otto offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. 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.
The information on this website is intended for residents of AB, ON only.
Click here to view legal, copyright and trademark information.