2A Camburhill Court
Charlottetown PEI C1E 0E2
Claims : 902 892 7200
Charlie Reid – Investment Fund Advisor | Life and Health Insurance Advisor: 902 892 7200 (c) 902 628 7429
C. Garth Sanderson – Investment Fund Advisor | Life and Health Insurance Advisor: 902 892 7200 (c) 902 393 2398
Paul Trainor – Life and Health Insurance Advisor | Mortgage Broker: 902 940 5927 | Island Wide Toll Free 1 844 940 5927
Bill MacPhail – Life and Health Insurance Advisor: 902 892 7200 (c) 902 394 2839
Todd Gallant – Life and Health Insurance Advisor | Mutual Fund Representative: 902 892 7200 (c) 902 394 2839
Life, Disability & Health Insurance
When people think of insurance, they tend to think of insuring their home against fire or their car against accidental damage.
We’re primarily concerned with:
- Protecting you financially in the event of disability, a critical illness and the loss of independence due to the natural effects of aging
- Protecting your family’s lifestyle in the event of your death
Contact a life and health insurance advisor who can help you determine the coverage most appropriate for your needs and your budget.
Savings and investments
Whether you’re saving for retirement or saving for a rainy day, we have a full range of saving, investment and annuity products to meet your needs.
- Guaranteed investment funds – also known as segregated funds – offering growth and security
- Guaranteed investment certificates
- Annuities that provide a regular income
- RRSP & TFSA
- Funds are professionally managed, so you do not have to be an expert
- There are funds available that range in risk and volatility from capital preservation to aggressive growth
- Average your purchase price by automatically buying units over time, ex., $50 a month
If you would like to learn more about how mutual funds can play a beneficial role in your savings or investments, please speak with one of our Investment fund advisors.