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
RRSP’s
RRIF’s
RESP’s (Education plans)
Pension Plans
Annuities 2
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
Pension Plans
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.
