Our Services

At Atlantis Financial Inc., we offer the following services, products and/or can facilitate the following financial planning and investment related processes:

Services

  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Portfolio Analysis
  • Insurance Analysis
  • Online Portfolio Access
  • Individual Pension Plans (IPP)

Products

  • Mutual Funds *
  • GICs
  • Segregated Funds
  • Life/Disability/Critical
    Illness/Long Term Care Insurance
  • Group Benefits Plans
  • Pension Plans
  • Annuities
  • RRSPs, RRIFs, RESPs
  • LIFs and LIRAs

* Note: Click here to visit our mutual fund dealers web site. You will be leaving this site.

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48A Alliance Blvd. , Suite 208
Barrie ON L4M 5K3
P: 705.726.6884
T: 800.842.1332
F: 705.726.9884 		Privacy Policy | Disclaimer
Copyright © 2008 Atlantis Financial Inc. All Rights Reserved.