products
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At Kalson Wealth Management, we offer products from all the major providers in the Mutual Fund, Insurance, Segregated Fund and Group Benefit markets. Unlike other firms who only offer a handful of products, or banks who only offer their own products, we are not constrained by a limited choice of product offerings.
As a result, you can rest assured that we will always recommend the products that are best for you!
We also offer products from many other companies! If you do not see the product you are interested in on this list, please contact us!
As a result, you can rest assured that we will always recommend the products that are best for you!
We also offer products from many other companies! If you do not see the product you are interested in on this list, please contact us!
Mutual Funds
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Life insurance
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Group benefits
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Disclaimer: The services of providing mutual funds and labour sponsored funds are offered through “3i Financial Investment Services Inc.” The services of providing life insurance and other non-investment plans are offered through “3i Financial Group Inc.” Both are separate legal entities. 3i Financial Investment Services Inc. is regulated by the Canadian Investment Regulatory Organization (CIRO) and is licensed to distribute mutual funds. The services of providing mortgages are offered through "Premiere Mortgage Centre", which is an unrelated party and separate legal entity to “3i Financial Investment Services Inc.” and “3i Financial Group Inc.”
