As a member, you are assigned an Account Manager who is responsible for understanding your account and financial situation. This personalized approach allows us to provide truly professional service to each and every member.

All Account Managers must meet our high professional and ethical standards. Together, they provide significant expertise in areas such as estates, mortgages and wealth management. Some Account Managers have already achieved their Certified Financial Planner and Registered Financial Planner Designations, while others are currently enrolled in the required courses.

Thus, you are assured of quality financial planning, retirement planning, investment counselling and investment advice. In addition, we offer all types of loans including line of credit loans, personal and investment loans, and a variety of mortgage loans.

We take pride in our Account Managers, who take pride in serving you, the member, with experience, education and dedication.