Services

INVESTMENTS

Dina provides various investment management services for clients using mutual funds, segregated funds, annuities, GICs, and banking products.
In addition to non-registered investments, these investments include the following registered products:

RRSP, RESP, RRIF, TFSA

INSURANCE

Dina works with her clients to determine their specific insurance need and use products to fit their situation.
Her various brokerage agreements gives her the freedom to choose products from different companies.
Insurance services include:
· Life (term, whole life, universal, mortgage, etc.)
· Critical Illness 
· Disability (individual and business overhead)
· Long-term Care 
· Individual and Group Benefits
· Travel 
· Health Benefits
Dina also works closely with small business owners to find group benefit packages that fit their budget and vision. Business owners understand that offering benefits keeps employees happy and attracts talented job-seekers.

Book an Appointment Today!

To book an appointment with Dina, please fill out the form below.

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