Services & Investment Products

Services
  • Complimentary Portfolio Reviews
  • Risk Assessment
  • Needs Analysis
  • Retirement Investment Advice
  • Educational Seminars
  • Monitoring and evaluating client investment portfolios

    Products

  • Stocks, Bonds
  • Mutual Funds, Exchange Traded Funds (ETF's)
  • Guaranteed Investment Certificates, Government Treasury Bills
  • Registered Retirement Savings Plans (R.R.S.P.)
  • Registered Retirement Income Funds (R.R.I.F.)
  • Registered Education Savings Plans (R.E.S.P.)
  • Locked-In Retirement Accounts (L.I.R.A.)
  • Life Income Fund (L.I.F.)
  • Pension Plans

    Through Queensbury Insurance Brokers Inc., we are able to offer:

  • Insurance Needs Analysis
  • Life, Disability and Critical Illness Coverage
  • Annuities
  • Segregated Mutual Funds
  • Group Benefit Programs
  • "Larry is a very knowledgeable financial advisor with many years of experience in the industry. He is very professional when explaining to you all the possible ways to invest your money.

    His expertise has helped me to understand the pros and cons when investing money in the market. Over the years, Larry has helped me to build a solid and diversified portfolio so I can retire early."


                    --Johanny, Mississauga