Our goal is to help you protect your financial well-being. At BMT, we can offer you access to:
For individuals & families:
Mutual Funds 1
RESP’s (Education plans)
Segregated Funds 3
LIFs, LIRAs, LSIF
Life Insurance 2
Universal Life 2
Retirement and Estate Planning
Key Person Insurance
Employee Group Health Benefits
For more details, browse through our site, or contact us today.
1 Mutual funds products are offered through Investia Financial Services Inc.
2 Insurance products are provided through multiple insurance carriers.
3 Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.
** 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.
We are not accepting client appointments at our office during the lock-down. We will continue serving our clients either by telephone or email, whatever our clients prefer.