We offer clients a full range of solutions and services to align with financial and life management goals:Tax-Free Savings Accounts: a new way to saveInvestment solutions: private investment managed accounts including price and performance informationWealth Planning: a broad range of wealth planning resources to deliver customized solutions for your unique needsInsurance solutions: tax shelters, income protection, insured annuities, and moreCash Management: lines of credit, RRSP loans, bank accounts and moreMortgage Referral: our mortgage referral arrangement through manulifeDiscount brokerage: self-managed brokerage through Qtrade Investor, Canada's Leading Independent Online BrokerageThe Path to Wellness: health care concierge program