Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

For Individuals

Investment products

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.

Mutual funds

A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.

For mutual fund information, click here.

Segregated fund policies

Segregated fund policies are long-term investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them different from mutual funds.

Note: Any amount allocated to a segregated fund policy is invested at the risk of the policyholder and may increase or decrease in value.

For more information about segregated fund policies, click here.

Advised brokerage service

The advised brokerage service provides you with professional advice on securities, such as stocks and bonds, and integration of those securities into your financial security plan.

Through this service, your financial security advisor will invite a dedicated London Life securities specialist to provide you with specific advice on securities.

Working together as a team, your financial security advisor and the securities specialist ensure you have a comprehensive plan to grow and preserve your wealth.

Online brokerage service

The online brokerage service provides you with access to Qtrade’s award-winning online brokerage platform, Qtrade Investor, for your self-directed trading needs. Whether you're new to online trading, have been trading for a while or are a seasoned expert, Qtrade Investor can help you reach your investment goals with easy-to-use tools, trading and research, and friendly and knowledgeable customer support.

Other investment products

We also offer a range of specialized investment products, including:

  • Specialized investment solutions
  • Registered education savings plans (RESPs)
  • Registered retirement savings plans (RRSPs)
  • Registered retirement income funds (RRIFs)
  • Guaranteed interest options and payout annuities

Mortgages

Financing a home may be the biggest financial decision you make. As your financial security advisors, we can help you make the right decision by helping tailor a mortgage to your financial security plan. We work with London Life mortgage planning specialists, who have the knowledge and experience to help select a mortgage that works for you.

Insurance products

Along with helping you build and manage your investments, we can help you choose insurance products to reduce financial risk to you and your family.

Individual life insurance

Having the right life insurance protection can make a huge difference in your life, and the lives of those close to you. A financial security plan that includes life insurance can help ensure you leave your estate financially secure, and help avoid debts and an inadequate income for your family.

Disability insurance

Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.

Critical illness insurance

A critical illness or condition, such as heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.

Health and dental insurance

Provincial governments continue to cut back their levels of healthcare coverage, leaving you to pay for expenses such as prescription drugs, eye exams and paramedical services. We can help you build a plan that supplements your provincial government plan.

Solutions Banking™

Many people don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter.

Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.

With Solutions Banking™ products and services, you can continue to rely on your financial security and investment representative to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.

Solutions Banking™ products and services, provided by National Bank of Canada, include:

  • Bank accounts
  • Loans and lines of credit

The information on this website is intended for residents of Saskatchewan only.

Click here to view legal, copyright and trademark information

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission.

Insurance products, including segregated fund policies are offered through Soterra Financial Group Ltd., and Wendy Cooper and Tammy Richmond offer mutual funds through Quadrus Investment Services Ltd.

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Representing Freedom 55 Financial, a division of London Life Insurance Company

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