Client Education

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Online Seminars

"An investment in knowledge pays the best interest"

Benjamin Franklin

Education & Client Knowledge

We offer in person client seminars to all of our Pension and Group RSP clients on a regular basis.  Since the Covid - 19 pandemic we have brought these seminars online.  Please feel free to watch and learn on your own time - new presentations will be uploaded on a weekly basis.

Thank you for your patience while we work to improve video and sound quality 

Creditor and Mortgage Insurance:
Be aware of what you are paying for
Preparing for Retirement
CPP, OAS, retirement income discussion
Protecting your Retirement Savings
 A Conversation on Critical Illness Insurance
Your Childrens Education
Registered Education Savings Plans

All Products and Services Provided by Element Integrated Financial Solutions, unless noted otherwise. Insurance Provided Through Customplan Financial Advisors Inc. & Peak Insurance Services. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. Investia Investor Privacy Policy. This site respects the confidentiality policy. Its use is subject to the conditions of the legal notice.  Formal complaints to the Mutual Fund Dealers Association can be made here.

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