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The Cottage Country Group is unique in offering a full range of financial services tailored specifically to people in Cottage Country. Many of the sophisticated financial services and products we offer have, until now, been available only in the major cities, such as Toronto and Ottawa. The Cottage Country Group brings Bay Street to cottage country for the very first time. Services include:

  • Comprehensive Retirement and Financial Planning by Qualified Financial Planners
  • Mutual Funds and Segregated Funds
  • Canadian and US Stocks and Options
  • GICs, Bonds, T-Bills, Term Deposits, and Annuities
  • Investment Management by Canadian Investment Managers (CIM)
  • RRSPs, RRIFs, and LIFs
  • Access to a password-protected Cottage Country Group client website
  • Stock Research from Leading International Analysts
  • Account Access over the World Wide Web
  • Estate Planning
  • Tax Planning and Preparation
  • Education Planning including RESPs
  • Access to World Financial Markets
  • Access to sophisticated banking, lending , and credit services
  • Life, Sickness and Accident Insurance