Insurance Financial About Us Contact Home
FINANCIAL PRODUCTS

 
PROTECTING YOUR INVESTMENTS

 

When you think of your financial needs, an insurance broker would not necessarily come to mind.

David J Elliott & Associates provides financial solutions for your needs no matter how complex or unusual they may be and we have been doing this since 1983 with much success.

We focus on providing personal attention and effective management relationships for our clients.

We represent major life insurance and mutual funds companies in Canada providing a wide range of products and access to experts within each company.

OUR PRODUCT SOLUTIONS

SEGREGATED FUNDS*

Guaranteed monthly income for retirement
Transfer of investments to family at death without incurring legal, accounting or probate costs
Principle guarantee at maturity and death
Locking in market gains without being taxed

ANNUITIES**

Lifetime guaranteed income
No investment decision stress
No probate, legal or other administration costs
Lower tax through combining principle and interest as an income

MUTUAL FUNDS***

Wide variety of specialized fund choices
Low management fees providing potential higher rate of return without guarantees
Access to specific savings programs such as Registered Disability Savings Plan






*Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carriers.
Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

**Insurance products provided through multiple insurance carriers.

***Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Mutual funds products are offered through Investia Financial Services Inc.

 
CALL US TODAY TO FIND OUT HOW WE CAN PROVIDE YOU WITH PEACE OF MIND INVESTMENTS

 

David J Elliott Insurance Brokers o/b JC Sutherland Insurance Brokers Incorporated
David J Elliott & Associates copyright 2012

Insurance . Financial . About Us . Contact . Home . Privacy Policy-Legal Disclaimers