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Families & Individuals

Clarity before complexity. We help you protect what matters, grow with intention, and plan a legacy—using tax-efficient strategies, smart investing, and the right protection at the right time.

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Individuals & Families — Explore What Fits Your Life

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Personalized Financial Guidance
Clarity without the jargon
Efficient Tax Strategies
Keep more working for you
Investment Management
Purpose-built portfolios
Education Savings (RESP)
Turn small deposits into big opportunities
Disability Savings (RDSP)
Build dignity with design
Mortgage Protection
Protect the home you love
Life Insurance — Lifestyle Protection
Protect people and possibilities
Individual Benefits Solutions
Wraps around your group plan
Retirement Income & Cash-Flow Strategies
Make savings last—confidently
Purpose-Driven Giving
Give with strategy and heart
Estate & Legacy Coordination
Protect, direct, and honor intent
Cash Reserve & Debt Strategy
More breathing room, less stress
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  • Flexible terms and coverage amounts to fit your stage of life.
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Insights for Individuals & Families

Article
RESP Basics: How to Maximize CESG
3-minute read
Read
Guide
RRSP vs TFSA: Which First?
Downloadable checklist
Read
Video
Tax-Efficient Withdrawal Order in Retirement
6:41
Watch
Article
Estate Essentials: Wills, POAs & Beneficiaries
5-minute read
Read
Tip
Mortgage Prepayment: Small Steps, Big Impact
2-minute tip
Read
→ View all insights
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