Services

We offer the following Products through Sterling Mutuals Inc.  Independent Financial Network  (the mutual fund dealer):

  • Mutual Funds
  • RRSPs & RRIFs
  • Group RRSPs
  • GICs
  • TFSAs (Tax-Free Savings Account)
  • Pension Plans

We offer the following Products and Services through Ogilvie Daugherty Financial Services:

  • Retirement & Financial Planning
  • Life Insurance
  • Long-Term Disability Insurance
  • Health and Dental Benefits (Individuals & Groups)
  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Funding for Share/Purchase Agreements
  • Segregated Funds

Working to meet your needs

We have physically closed our office as per the mandate by the Ontario government and all of the staff and advisors have been set up to work at their homes.  All of our staff can be contacted via their office email and their office telephone numbers and extensions. We are working to be as accessible and available for clients as normally as we can however there will be no physical meetings with clients until things get better with COVID 19 and social distancing. Please note that only phone,  skype  or zoom meetings will be arranged at this time.

We certainly are available to you during this uncertain time.   Stay Well, Stay Safe