Advisory Services

• Financial planning and modelling
• Estate and retirement planning
• Philanthropic advice
• Family wealth counselling
• Succession planning

Investment Management

• Capital preservation and growth
• Customized investment analysis and review
• Discretionary portfolio management services

Specialty Financial Services

• Customized investment strategies
• Hedging and monetization strategies
• Structured guaranteed investments
• Insurance^† services

Retirement Products

• Registered Retirement Savings Plans (RRSPs)
• Registered Retirement Income Funds (RRIFs)
• Life Income Funds (LIFs and LRIFs)
• Individual Pension Plans (IPPs)
• Retirement Compensation Agreements (RCAs)

Registered Education Savings Plans (RESPs)

• Family plans
• Individual plans

Life Insurance^† Products

• Life insurance^†
• Disability and critical illness insurance^†
• Segregated funds
• Term certain and life annuities

Equity investments

• Equity and preferred share instruments from all major North American exchanges
• Open and closed end Mutual Funds
• Investment pools and structured products
• Equity linked notes
• Options

Alternative Investments

• Hedge Funds
• Income Trusts
• Managed Futures
• Real Estate Investment Trusts (REITs)
• Principle Guaranteed Notes

Online Access

• Envoy – Live 24/7 Internet access to account information, market data, news and investment research
• Electronic monthly statements

Canadian and US Fixed Income and
Money Market Instruments

• Government Guaranteed Bonds
• Canada and Ontario Savings Bonds (CSBs and OSBs)
• Strip bonds
• Commercial paper
• Treasury bills and bankers’ acceptances
• Corporate bonds
• Mortgage backed securities
• Guaranteed Investment Certificates (GICs)

Research

• Blackmont’s own in-house analysts