Kyle Harris, CFP

Services Investments For every stage of your life, whether you are just starting to save, saving for your retirement or enjoying your retirement, we can help you meet your financial goals. Products and services include: Stocks Bonds New issues Fee-based wrap program Mutual funds Self-directed plans Masters Private Account Program Group RRSPs Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans Money products: daily interest, GICs, RRSPs, RESPS, RRIFs, TFSAs and LIFs Monthly savings plans Systematic withdrawal plans Other specialty investment products Insurance Solutions Whether you are looking for family protection, estate preservation or investment solutions, we can help you in choosing the right products to achieve financial peace of mind for every stage of your life. Products and services include: Segregated funds Life insurance: term, whole life, universal life Disability insurance: income replacement, accident and sickness, overhead protection, loan protection, buy-sell Critical illness insurance: enhanced and basic plans Long-term care insurance: facility and home coverage Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans Health care benefits for individuals and associations Annuities: term certain, life Banking Whether you are looking to buy your first home, trying to juggle the financial demands of family and career or looking to enjoy your retirement, we have banking products that can help you meet your needs. Banking products and services are offered through referral. Products and services include: Banking, loan and mortgage products Telephone and online banking Money products: daily interest accounts, high interest savings, GICs, RRSPs, RRIFs, and LIFs

Address: 15-8337 Young Road, Chilliwack, BC, CA V2P 4N8 , Canada

Phone: +1 604 795 5539
FAX: +1 604 795 5364