General Personal Investments

Death cover, which pays off the remaining loan balance Permanent disability cover as well as loan instalments for up to 12 months.

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Education Planning is a way of securing funds for future school and University education costs, a vital way of reaching for your family’s potential.

A company usually takes out an Asset Endowments Plan when they are wanting to donate financial assets to a non-profit group, individual or institution.

Companies set up Group Retirement Annuity Plans for the benefit of their employees when they are looking to retire.

A Tax-Free Savings Account (TFSA) in various forms, protects your initial investment and provides a tax-free way to meet financial goals, as it exempts interest, dividends, or capital gains from taxes

A testamentary trust, established by a Last Will and Testament, activates upon the creator's death to manage and distribute assets as per their wishes.

Investment fund priced and traded in units representing a mix of shares and investments, enabling diverse goals across various time frames.