Financial Instruments

Gain Access to Our Financial Expertise

Our goal is to provide the investment products and services that can help you attain your individual financial objectives.  Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.


The historical strength of equities has made them an integral part of many investment strategies, especially for those investors looking for long-term growth.  Our investment advisors can help you select those companies’ stocks that will position you to reach your financial goals.  We also offer investment opportunities, when companies seek to raise money through new issues of their stock.

Fixed Income

Our team of investment advisors can provide you with the best products available at competitive pricing.  Incorporating fixed income products into your portfolio can help you meet key investment objectives such as preservation of capital, income and potential growth.  With the availability of government, corporate, and convertible bonds, as well as preferred shares, you and your investment advisor can choose those securities that suit your investment objectives.

Mutual and Exchange-Traded Funds

Professional money management and portfolio diversification are just two of the many potential benefits that you can obtain by investing in suitable mutual funds or exchange-traded funds (ETFs).  With access to a full range of funds to choose from, your investment advisor can help you add the funds that will optimize your portfolio.