Planning Your Future

It's one of the most important things we can do, but it's also the most overlooked. Here at Upper Canada Financial Services we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you.

Building Your Wealth With Upper Canada Financial Services

Welcome to Upper Canada Financial Services.

Upper Canada Financial Services offers our clients a wide variety of insurance and investment products and services.  We are an established Glengarry company that takes a personal interest in helping you achieve your financial goals. 


Upper Canada Financial Services is in partnership with Canada's leading financial institutions.

INSURANCE COMPANIES    

Manulife Financial
Canada Life
Sun Life Financial
Standard Life
Empire Life
Blue Cross
BMO Insurance
RBC Life Insurance                            
and more

INVESTMENT COMPANIES   

Franklin Templeton Investments
Fidelity Investments
Mackenzie Investments
CI Investments
Trimark Funds
Greystone Managed Investments Inc.
Manulife Investments
and more 
INVESTMENTS

By using the strategies listed below, we ensure that we build portfolios that suit the individual goals and risk tolerances of our clients.

Mutual Funds

Hedge Funds

Labour Sponsored Funds

Guaranteed Investment Certificates (GIC)

Principal Protected Notes/Linked Notes

High Interest Saving Accounts (inc, mrs-money max, high yield