GROUP BENEFITS

Chambers of Commerce Group Benefits Plan®

Grey Owl Wealth Strategies is the exclusive representative of the Chambers of Commerce Group Benefits Plan in the Manitoba Parkland area, and was recently recognized for sales achievement and overall service excellence.
The Plan was introduced in 1970 to make group benefits — including employee life insurance, health, dental and disability income replacement — available to smaller firms. The program offers competitive rates, outstanding guarantees, and many free value-added features for participants, including Best Doctors® diagnostic support services. The unique program allows entrepreneurs, home businesses and many agricultural organizations to provide employee benefits traditionally available only to the largest companies.

Other Group Benefits providers

With access to Canada’s leading group benefits providers, Grey Owl has the experience and expertise to help you choose right plan that’s right for you and your firm. Ask us about:

• Max Benefits                
• Blue Cross                   
• Great West Life            
• Sun Life
• Encon Group                
• Benefits by Design                          
• CI Group
• Manulife

LIFE AND HEALTH INSURANCE and SEGREGATED FUNDS

Our multiple company quote system means choice — we’ll have Canada’s top insurers quote on your requirements, so you get the coverage you need at the best price.

• Canada Life                  
• Sun Life                       
• Empire Life                   
• Wawanesa Life
• Manufacturers Life Insurance Company               
• CUMIS Life Insurance Company
• RBC Life Insurance Company                             
• Industrial Alliance Pacific Insurance Company
• Standard Life Assurance Company                     
• Transamerica Life Canada
• Desjardins                    
• AXA                             
• Empire                         
• AIG

Mutual Funds*

Mutual Funds* allow you to pool your money with other investors in a professionally managed portfolio of investments, providing diversification and flexibility. We provide access to a wide range of conservative, balanced, growth and high-growth funds to allow you to find the right balance of risk and opportunity appropriate to your financial goals and life stage.

Ask Grey Owl's Credential Asset Management Inc. Mutual Funds Investment Specialists about any of these top funds:

• Credential® Funds                           
• Franklin Templeton Funds
• CI Investments              
• Talvest Funds               
• Fidelity                         
• AGF                            
• AIM/Trimark
• Mackenzie Financial
• Manulife
• Ethical Funds®

*Mutual Funds are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual Funds* are not guaranteed, their values change frequently and past performance may not be repeated.

®Credential is a registered mark owned by Credential Financial Inc. and is used under licence. ®Ethical Funds is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence.

Established in 2006, Grey Owl Wealth Strategies is wholly owned by Dauphin Plains Financial Group, a subsidiary of  Dauphin Plains Credit Union Limited.