A GIC (guaranteed investment certificate) is a safe and secure investment with very little risk. You don't have to worry about losing your money because it is guaranteed.
A GIC works like a savings account in that you deposit money into it and earn interest on that money. The difference is that you need to leave your money in a GIC account for a guaranteed amount of time.
When you buy a GIC, you are agreeing to lend your money for a number of months, up to five years, and in exchange, your money will earn interest. The longer the term, the more interest you earn. At the end of the term, you get the entire amount you deposited plus the interest.
We have a wide range of GICs to fit your goals. Start today knowing that your original investment is guaranteed. Contact us now to see if GICs align best with your financial goals.
Life insurance can help your loved ones deal with the financial impact of your passing. The benefit paid from a life insurance policy is a tax-free, lump-sum amount that can be used to:
To get life insurance policies that are as unique as you are, contact us today. We offer higher coverage limits, more flexible options and additional benefits to protect what is most important to you.
Living benefits are insurance policies which can provide financial benefits to those who face issues due to aging, illness, accidents and dependency. Some of the most common types include:
To get living benefit plans that are as unique as you are, contact us today. We offer higher coverage limits, more flexible options and additional benefits to protect what is most important to you.
A mutual fund is a type of investment where the money collected from various investors is pooled together to invest in different assets including bonds, stocks, money market instruments, and other assets.
Mutual funds are professionally managed by fund managers, who allocate the fund's assets and attempt to produce income for investors. So, they provide individuals access to professionally managed portfolios of equities, bonds, and other securities.
Let us find the mutual fund that suits your needs, with help from our expertise in broad diversification, long-term discipline and risk management.
Jamie's focus to build strong client relationships in Haldimand-Norfolk and surrounding areas is what drives his success. Being a successful entrepreneur allows him to work closely with business owners and farmers to provide valuable advice for succession planning and tax efficient investing.
Jamie also has experience working with pre-retirees, retirees and widows to help them with retirement and estate issues. Jamie is always happy to work with young families and professionals who have busy lives and need flexible meetings.
Jamie is the current President of the Brant-Norfolk Advocis Chapter and continues to serve on its board.
Contact Us"Jamie understands our business and works with us to ensure we have the best benefit plan for our staff members. We recommend him to anyone looking for life insurance, living benefits, or benefit plans."
November, 2022
"Jamie is more than an advisor, he's a friend. He takes the time to get to know you and ask the right questions so you can navigate all of life's challenges and still set plans for the future. He knows the markets and is always proactive with my interests and goals in mind. His advice is clear and authentic, he is my definite go to!
Thanks so much Jamie, you are a real breath of fresh air!"
November, 2022
