Bourne Financial Group is an independent broker of financial security products. We work with various partners to ensure that we are offering the best products at the most competitive prices, and the specialized expertise from these partners to ensure that the products are meeting client needs. We have provided below an overview of our Partners.
Mutual Fund Dealer – Hub Capital Inc.
Hub Capital Inc. is our Mutual Fund dealer that assists in the processing of all mutual fund transactions. Hub Capital ensures that our trades are compliant and that our investment recommendations fit within the client objectives and risk profile.
Life Insurance Companies
We offer products from various insurance companies. When recommending insurance products, we consider your needs and budget, and recommend the best product at the right price. Bourne Financial Group currently has contracts to offer insurance products from the following companies (listed in alphabetical order):
- Assumption Life
- BMO Insurance
- Canada Life
- Empire Life
- Equitable Life
- Industrial Alliance
- Ivari Insurance Company
- Manulife Insurance Company
- RBC Insurance
- SSQ Insurance
- Sun Life Insurance Company
Mutual Fund Companies
We offer active and ETF mutual fund solutions to investors through various different companies. The companies we most often recommend are listed below (in alphabetical order):
- BMO Investments
- CI Investments
- Fidelity Investments
- Mackenzie Investments
- NEI Investments (for clients interested in Ethical Funds)
- Sun Life Global Securities
We work in conjunction with Group Quest to assist in matching the best group insurance with the needs of our business clients.
Bourne Financial Group
With operations in Quebec & Ontario
328 Victoria Avenue Westmount, Quebec H3Z 2M8
Bourne Financial Group provides financial services to a wide range of individuals and businesses, with varying financial needs. Whether an individual, family or business, Bourne Financial Group works to assist clients with insurance, investment and other current and future financial needs.
Proud supporters of the Fundraising Organization Les 100 Gens qui s’impliquent
Mutual funds provided through Hub Capital Inc.