Our Services
Financial Planning
Investment Solutions
Protection & Insurance
Tax Shelters
Saving for Your Kids
Retirement Planning
Estate Maximization
Charitable Giving
Our Products
Becoming a Client

Best-in-Class Investment Products

Here is an outline of our diverse array of best-in-class investment products:

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

Alternative Investments

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

Life Insurance^† Products

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

Registered Education Savings Plans (RESPs)

• Family plans
• Individual plans

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)

Online Access

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

Research

• Blackmont’s own in-house analysts
• Credit Suisse First Boston (CSFB)
   

^† Insurance products and services offered through Blackmont Insurance Services Ltd.