We are also members of the
Registered Deposit Brokers Association (RDBA) and as such, adhere
to the “Code of Ethics” and “Standards of Professional
Conduct and Procedures” of the
RDBA.
MUTUAL FUNDS:
We have mutual fund representatives on staff who are
able to offer you a wide range of mutual fund products.
With DFSI as our mutual fund dealer,
the mutual fund representatives can help you find the
right fund to suit your investment needs.
Segregated Funds:
A segregated Fund is a life insurance contract that can
be used as an investment similar to mutual funds but
with some added guarantees. We now have a licensed
insurance agent on staff who can handle “Seg” funds.
All of the above investments can be placed in
unregistered (open) or registered accounts.
Registered accounts include:
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Funds (RRIF)
Life Income Funds (LIF)
Registered Education Savings Plans (RESP)
Self Directed Plans (SDRRSP)
Tax Free Savings Accounts (TFSA)
* INSURANCE PRODUCTS:
Because we now have a life insurance agent on staff we
are able to offer a variety of insurance products, such
as:
~ Segregated Funds
~ Annuities
~ Insurance Backed Annuities
~ Life Insurance
Our Specialists In Investments:
~ Chip Thrasher - (Manager
dollars.ct@on.aibn.com
) GICs, Mutual Funds, Labour
Sponsored Funds,
Life Insurance.
~ Frances DeDona - GICs, Mutual Funds, Labour Sponsored
Funds
~ Bev Bondy - GIC’s
~ Connie McGuire - GICs
* These products are offered independently from DFSI either through a division or
DFSI or other outside entity.
MEET
THE INVESTMENT TEAM
