We provide our advisors with the products and the tools to develop growth strategies and further expand their business opportunities.
On the insurance side, we offer our advisors access to life products, living benefits, travel and health insurance.
Our insurance portfolio includes:
- Life insurance, both term and permanent products
- Disability insurance
- Critical illness coverage
- Long term care coverage
- Travel Insurance
- Health & Dental coverage
IDC WIN advisors have access to investment management and wealth planning products from many trusted sources including insurance companies, strategic partnerships and our parent company, Guardian Capital LP.
Our investment portfolio includes:
- Segregated funds
- Term deposits
- Mutual Funds
Our team works with advisors to provide the latest market data and help you decide on the best products to meet your clients’ needs.
*mutual funds distributed though our sister company Worldsource Financial Management Inc.