Our clients want to create and use wealth to plan for a life of meaningful experiences for themselves, their families, and their communities. These meaningful relationships all began with a simple introductory meeting.
Cash & Credit
Premium Interest Account – 3C Wealth Partners can help you manage your investment savings and cash management activities.
Personal Line of Credit – 3C Wealth Partners can help you with your borrowing needs with a market-leading “All-in-One” Lending product, along with conventional Personal Lines of Credit.
Mortgage Referral Service – 3C Wealth Partners can refer you for an appropriate mortgage solution.
At 3C Wealth Partners, we offer a variety of ways to help meet your complex financial needs. From our Managed Account Program to our Client Consultation Team, you can find the right solutions to meet your needs.
Life Insurance – Protect your family’s financial future and work toward your long-term goals with the security of the right amount and the right kind of modern coverage.
Health and Living Benefits – Prepare your financial strategy for life’s unexpected events by exploring the value of quality Disability and Critical Illness Insurance and how it can provide the funds to allow you and your family to recover from a major accident or illness without suffering financially.
Business Insurance – Is your business prepared for the unexpected? Whether there is an accident, illness or health costs for you or your key employees, you want your business to continue to be successful. A tailored portfolio assures that you have that peace of mind.
Stocks & Mutual Funds
Stocks – We believe stocks, and in many instances, the mutual funds that own them, are an important part of wealth accumulation. Access expert advice on stocks and bonds, and award-winning online trading, through Qtrade in alliance with Canada Life Assurance Company. Talk to us to find out more, or go to the brokerage services landing page at www.canadalife.com.
Mutual Funds – For many busy clients, actively managed mutual funds may serve their Goals best, especially if they’re looking for meaningful diversification and globally competitive returns.
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.
Retirement & Education Planning
3C Wealth Partners helps you find the right tools to save and stay on track for your retirement plan. We have many options to help you save for the next generation’s education plan.