Products & Services |
For Individuals
Investment productsWhether saving for your child’s education, planning a vacation, building a nest- egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.
A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers. For mutual fund information, click here.
Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds. Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value. For more information about segregated fund policies, click here.
Financing a home may be the biggest financial decision you make. As your financial security advisor, I can help you make the right decision by helping tailor a mortgage to your financial security plan. I work with London Life mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you. I also offer a range of specialized investment products, including:
Insurance productsAlong with helping you build and manage your investments, I can help you choose insurance products to minimize financial risk to you and your family.
Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can ensure you leave your estate financially secure, and avoid debts and an inadequate income for your family.
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.
Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. I can help you build a plan that supplements your provincial government plan. Solutions Banking™Many people don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter. Solutions Banking is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking. With Solutions Banking products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner. Solutions Banking products and services, provided by National Bank of Canada, include:
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© 2010, Dean Marshall
