Financial services
Univesta Insurance and Financial Services offers superior investment solutions. Our brokers provide you with the expert advice you need to make informed decisions. We are at your service!
Families and individuals
Your money deserves the same care as everything else you’ve built over a lifetime. Our brokers are here to guide you to sound decisions — clearly, honestly, and at your pace.
Universal Life Insurance
Canadian Investment Savings Account
US Investment Savings Account
Guaranteed Investment Certificate (GIC)
Locked-In Retirement Account (LIRA)
Mutual Funds*
*Mutual funds distributed by Groupe Cloutier Investissement, a mutual fund investment firm.
Segregated Funds
Registered Retirement Income Fund (RRIF)
Life Income Fund (LIF)
Registrered Education Savings Plan (RESP)
Registered Retirement Savings Plan (RRSP)
Businesses
Key Person Insurance
Buy-Sell Insurance
Canadian Business Investment Savings Account
US Business Savings Account
Group Insurance Plan
Group RRSP
What matters to you matters to us.
We take the time to really understand your situation, so we can protect you better.