Services & Investment Products
Services
Complimentary Portfolio Reviews
Risk Assessment
Needs Analysis
Retirement Investment Advice
Educational Seminars
Monitoring and evaluating client investment portfolios
Products
Stocks, Bonds
Mutual Funds, Exchange Traded Funds (ETF's)
Guaranteed Investment Certificates, Government Treasury Bills
Registered Retirement Savings Plans (R.R.S.P.)
Registered Retirement Income Funds (R.R.I.F.)
Registered Education Savings Plans (R.E.S.P.)
Locked-In Retirement Accounts (L.I.R.A.)
Life Income Fund (L.I.F.)
Pension Plans
Through Queensbury Insurance Brokers Inc., we are able to offer:
Insurance Needs Analysis
Life, Disability and Critical Illness Coverage
Annuities
Segregated Mutual Funds
Group Benefit Programs
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"Larry is a very knowledgeable financial advisor with many years of experience in the industry.
He is very professional when explaining to you all the possible ways to invest your money.
His expertise has helped me to understand the pros and cons when investing money in the
market. Over the years, Larry has helped me to build a solid and diversified portfolio so I
can retire early."
--Johanny, Mississauga
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