Approximately one in seven Canadians has some form of disability, such as a long-term or recurring physical, mental, sensory, psychiatric or learning challenge or impairment. Where a family member has a disability, the family’s estate planning objectives often account for that family member’s needs.
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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.