Products & Services

Long Term GIC Rates, Short Term GIC Rates, Savings/Chequing Accounts and Cashable GIC Rates.

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

If there’s one thing certain about life – it’s the uncertainty that living it brings.

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Parents and guardians of young children know that the cost of post-secondary education (PSE) in Canada is astronomical. In many cases, the stress of having to fund a child’s higher-education commences the moment the child is born. In some instances, parents, grandparents and guardians make extraordinary sacrifices – e.g. giving up vacations – to ensure they have enough savings to fund the child’s education.

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.

At MBI Financial, we work closely with clients and their families when there is a long-term disability that qualifies for establishing a Registered Disability Savings Plan (RDSP). To be eligible, the client or family member must be a Canadian resident under the age of 60 with a valid social...