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Investment Planning

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Life & Financial Insurance 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.

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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.

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Estate 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
  • Courtice
  • Crysler
  • Eganville
  • Embrun
  • Gananoque
  • Kemptville
  • Kingston
  • Madoc
  • Midland
  • Morrisburg
  • Napanee
  • North Bay
  • Orillia
  • Oshawa
  • Ottawa
  • Parry Sound
  • Pembroke
  • Penetanguishene
  • Perth
  • Petawawa
  • Peterborough
  • Picton
  • Prescott
  • Prince Edward County
  • Sudbury
  • 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!

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Greg Elliott

Excellent service, friendly, knowledgable staff! Very responsive to inquiries and requests. I would definitely recommend McDougall insurance to friends and family!

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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.

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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.

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