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Investment Products

Whether you’re diligently saving for your child’s education, dreaming of the perfect vacation, building a solid nest egg for the future, or navigating the complexities of managing your finances during retirement, we are here to support you every step of the way.

Our team of experienced financial advisors is committed to helping you create a personalized investment portfolio that aligns with your unique goals and aspirations.

Together, we can develop a comprehensive strategy that not only focuses on growth and stability but also adapts to the changing circumstances of your life.  Our expertise will guide you in making informed decisions that secure your financial future.​

Mutual funds portfolio management
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Mutual Funds

A significant component of most investment portfolios, mutual funds can be an integral part of your financial security plan. They allow individuals to pool their savings into a diversified portfolio of investments managed by professional fund managers.

Segregated Funds

Segregated fund policies are long-term investments offering capital guarantees. By pooling the money of thousands of investors, professional investment managers invest in a variety of individual securities.

 

Available only through an insurance company, segregated fund policies offer several features and benefits that distinguish them from mutual funds.
 

Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder, and may increase or decrease in value.

Clearview wealth management Meeting

We also offer a range of specialized investment products, including :

  • Specialized investment solutions

  • Registered Education Savings Plan (RESP)

  • Registered Retirement Savings Plan (RRSP)

  • Registered Retirement Income Fund (RRIF)

  • Guaranteed interest options and life annuities

Let's make your next step simple

Choose the option that fits you.

BOOK A CALL

Schedule a 15-minute conversation

SEND A QUESTION

Email us your questions anytime.

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Insurance products, including segregated fund policies, are offered through Clearview Wealth Management Inc, and Investment Representatives Mario Galipeau and Marc Mainville offers mutual funds and referral arrangements 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.


Quadrus, Quadrus Investment Services Ltd. and the Quadrus design are trademarks of Quadrus Investment Services Ltd. and are used with permission.For the Quadrus privacy policy, click here

While this site is hosted on an address that references Canada Life this website is for an independent advisor or firm who has a contract with Canada Life. This advisor or firm is not attached to the Canada Life firm in Quebec.

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