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Targeting Financial Success


  **

 

Our goal is to help you protect your financial well-being. At BMT, we can offer you access to:

For Individuals & Families

  • Canadian Dollar Investment Savings Account*
  • US Dollar Investment Savings Account*
  • Mutual Funds1
  • RRSP's
  • RRIF's
  • RESP's  (Education plans)
  • Pension Plans
  • Annuities2
  • Segregated Funds 3
  • LIFs, LIRAs, LSIF
  • Life Insurance 2
  • Universal Life 2
  • Term Life
  • Retirement and Estate Planning

For Businesses

  • Key Person Insurance
  • Buy-Sell Insurance
  • Employee Group Health Benefits
  • Group RRSPs
  • Business Investment Savings Account - Canadian Dollar*
  • Business Investment Savings Account - U.S. Dollar*
  • Pension Plans

For more details, browse through our site, or contact us today.
 
 

1Mutual funds products are offered through Investia Financial Services Inc.

2Insurance products are provided through multiple insurance carriers.

3Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.
 

* Deposit products offered by ING Bank of Canada

** Mutual Funds are not guaranteed, as their value changes frequently and past performance may not be indicative of future performance.  Mutual Funds are not covered by the Canada Deposit Insurance Corporation (CDIC) or any other Government deposit insurer. Please read the Fund prospectus carefully and seek professional advice before investing.  Commissions, trailing commissions, management fees, and expenses may be associated with Mutual Funds. There can be no assurances that the full amount of your investment in Mutual Funds will be returned to you.


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