Investment Planning
Ontario Wealth Management & Investment Services– Talk to an Agent
Every client has unique needs. Your savings goals are different from your neighbour’s, so you shouldn’t have the same investment portfolios. Your Financial Services Representative can help you select the best combination of investment funds for you.
McDougall Insurance and Financial offers a wide selection of funds and fund providers. Expect to find the right mix of investment funds to suit your risk tolerance, investment knowledge, time horizon and investment objective.
Segregated Fund Policies Protect You & Your Family
Available only through policies issued by life insurance companies, segregated funds fall under insurance law rather than securities legislation. This means segregated funds offer certain advantages over other investment options.
Get a QuoteEstate Bypass
When you designate a beneficiary, the value of your segregated fund policy flows directly to him or her, bypassing the estate and potential probate fees.
Potential Creditor Protection
As an insurance policy, your investment may be protected in the event of bankruptcy.
No Trustee Fees
If you choose a registered segregated fund policy, you avoid trustee fees.
Maturity & Death Benefit Guarantees
Segregated fund policies provide both maturity and death benefit guarantees.
Lifetime Income Options
Some policies offer a guaranteed income for life, regardless of how your investments perform.
Contact one of our Financial Services Representatives to discuss how we can assist you in portfolio design and investment choice.
Areas We Serve
- Arnprior
- Bancroft
- Barrie
- Barry’s Bay
- Belleville
- Brighton
- Brockville
- Carleton Place
- Cobourg
- Cornwall
- Eganville
- Embrun
- Gananoque
- Kemptville
- Kingston
- Madoc
- Midland
- Morrisburg
- Napanee
- North Bay
- Orillia
- Oshawa
- Ottawa
- Parry Sound
- Pembroke
- Penetanguishene
- Perth
- Petawawa
- Peterborough
- Picton
- Prescott
- Sudbury
- Sunderland
- Trenton
- Wellington
- Winchester
What Our Customers Are Saying
Linsey Gorusa
A great company with wonderful staff. We have our auto and home insurance through McDougalls. Their customer service is always excellent. I highly recommend seeing what they can find for you!
Greg Elliott
Excellent service, friendly, knowledgable staff! Very responsive to inquiries and requests. I would definitely recommend McDougall insurance to friends and family!
Jason Watt
This will be my second year having trailer insurance through McDougall and having Mike Cuhna as my sales representative. I am very pleased with Mike’s professionalism and his personal drive to make sure I pay the best rate possible.
Freska Jo
I can not say enough about this brokerage. The staff are professional, courteous and go above and beyond any other institution I have dealt with. When it comes to my home, auto and rental property coverage I know that McDougall has me covered and will save me money in the process. Highly recommend this brokerage.
