Duke Montane Financial
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Location

Products and Services

  • TFSA,
  • Income Planning / Retirement Income,
  • Tax-Effecient Investments,
  • RESP,
  • RRSP,
  • Private Wealth,
    • Critical Illness Insurance,
    • Savings Planning,
    • Debt Management,
    • Pension / Commuted Value / IPP / Pension Unlock,
    • Disability Insurance / Long Term Disability,
    • Life Insurance,
    • Group Benefit / Group RRSP,
    • Segregated Funds,
    • Savings For Business Owners,
    • Capital Protection,
    • Insurance Policy,
    • Move / Transfer Pension / LIRA / LIF / Locked-in,
    • Estate Settlement,
    • Guaranteed Investments,
  • more...
  • less...

Brands Carried

  • Canada Life,
  • Manulife Financial,
  • Sun Life Financial,
  • IA Financial Group,
  • Equitable Life,
  • RBC Insurance,
    • BMO Life Assurance,
    • Transamerica Life Canada,
    • Morneau Shepell,
    • Franklin Templeton Investments,
    • Fidelity Investments,
    • IA Clarington,
    • GLC Asset Management,
    • Dynamic Funds,
    • Invesco,
    • London Capital,
    • RBC Global Asset Management,
    • Mackenzie Investments,
    • AGF Investments,
    • Greystone,
    • Putnam Investments,
    • CI Investments,
  • more...
  • less...

Specialties

  • Retirement Planning,
  • Retirement Income,
  • Savings & Growth,
  • Disability Insurance,
  • Life Insurance,
  • Critical Illness Insurance,
    • Asset-Allocation,
    • GLWB & Annuity Products,
  • more...
  • less...

Languages Spoken

  • English,
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
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Methods of Payment:

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