For business owners and professionals
Selecting a benefits plan can be challenging. We have years of experience in plans of all sizes. We can help you find the best solution for your company and its employees at the right price. Our advisors have access to the top benefit plan and health trust providers.
Pensions and group savings
In today’s competitive world, employers are often looking for ways to attract and retain employees for the long term. Our advisors can help you find the right type of group saving plan for your company and provide ongoing education to your employees.
Protect your business
As a business owner, it’s important to consider how you can protect your business and plan for succession. Our Financial Plans can help you choose the right type of coverage to ensure that your business carries on smoothly no matter what changes may occur.
Retirement, Investments & Banking
Quadrus Investment Services Ltd. is a mutual fund dealer in Canada – and it’s one of the largest in this country.
As of December 2016, we provide more than 3,770 investment representatives and their clients with access to a range of mutual funds and related services.
Quadrus Investment Services Ltd. is the exclusive dealer for Canada Life Mutual Funds.
Our mutual fund options, along with the advice and guidance of your investment representative, can offer you powerful investment choices based on your needs, lifestyle and goals.
Quadrus offers a range of investment funds from some of Canada’s largest and most prominent investment firms including:
- Mackenzie Financial Corporation
- Fidelity Investments Canada ULC
- CI Investments Inc.
- TD Asset Management Inc.
- Dynamic Mutual Funds Ltd.
- Manulife Asset Management Limited (MAML)
- RBC Funds Inc.
- Invesco Canada Ltd.
- Value Partners Investments Inc.
- BMO Investments Inc.
Segregated Funds are investment funds offered by Canadian insurance companies. These options can help you diversify your investments but also provide important protections from investment risks, creditor protection and estate planning benefits.
We’d be happy to talk to you about your registered and non-registered investments.
Life insurance is a contract that provides tax-free cash upon the death of an insured person.
There are many reasons to consider purchasing life insurance:
To pay for final expenses
To pay off debts or a mortgage
To provide an ongoing income for your family and loved ones
To ensure that there is cash available to pay for children’s education
To protect your estate from taxes (income and capital gains) as well as from probate, legal and accounting fees
To “leave a legacy” for your favourite charity, church or other organization
Your business may require life insurance for a partnership agreement, key-man insurance or business continuity plans
Contact us and we will help to pick the right life insurance for you.
With access to some of Canada’s most competitive interest rates, Our advisors can find you the best High Interest Bank Accounts, GICs and Mortgage Solutions available. You can even open up an account online from our Buy Now Page.