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Investment Products

Learn more about Investment Products we offer.

Investments
Mutual Funds

Mutual funds are offered through our mutual fund dealer, Quadrus Investment Services Ltd. Mutual Funds allow individuals to pool their savings in a portfolio of investments managed by professional money managers. Because of the large amount of money in the pool, mutual funds can diversify a portfolio more widely than an individual may be able to when investing on their own.

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Features & Benefits:
  • Registered retirement savings plan (RRSP)

  • Registered education savings plan (RESP)

  • Registered retirement income fund (RRIF)

  • Tax-free savings account (TFSA)

  • Registered disability savings plan (RDSP)

  • Liquidity

  • Diversification

  • Returns

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Features & Benefits:
  • Death benefit and maturity guarantees

  • Estate bypass

  • Creditor protection potential

Segregated Fund Policies

Segregated fund policies are only available through insurance companies and take the form of individual, variable life insurance contracts offering certain guarantees to the policyholder such as reimbursement of capital upon death. As required by law, these funds are fully segregated from the company’s general operating funds.

Guaranteed Interest Options and Payout Annuities

Annuities can help you step into retirement with the certainty of a steady income stream.

With Income Annuities, you will continue to receive payments that can support your retirement lifestyle or help cover your essential expenses.

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Features & Benefits:
  • Guaranteed income

  • Customizable options

  • Predictibility 

NorthShore Financial & Insurance Services Ltd.

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Contact

905-877-9997

Address

11 Janet Court, Georgetown ON, L7G 5N7, Canada

Important Investment Services Dual Disclosure
 

Insurance products, including Segregated Fund Policies are offered through NorthShore Financial & Insurance Services Ltd. and Investment Representatives David Krug, David Langill, and May Monaghan offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

For the Quadrus privacy policy, click here.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

©2025 by NorthShore Financial & Insurance Services Ltd.

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