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Personalized Investment Strategies

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In-depth analysis and recommendations from financial planning experts.

Live The Retirement You've Always Dreamed Of

Contributing to an RRSP will ensure a relaxing and enjoyable retirement.

There are a number of great reasons for customers to invest their money in GICs.

They offer great security by being insured investments in what can be often troubled markets. Secondly, they guarantee regular dividends on your investment, ensuring that your financial status improves. When combined together, it is easy to see why many customers chose GICs as ways of broadening their portfolio.

With professional management, mutual funds can be an attractive feature to an individuals portfolio. A pool of savings and diversified selection of funds could lead to potential gains of short term and long term investing.

A segregated fund has the potential performance of a mutual fund with the security of an insurance product. The ability to 'grow' your investment capital is another advantage that segregated funds have.

Tax-Free Savings Accounts (TFSAs) is a great option for growing your savings. Tax-Free Savings Accounts give Canadian residents aged 18 years and older another great place to build a nest egg – and keep all the growth for themselves! You’ll be allotted new contribution room each year and any unused portions will be carried forward to future years.

When investing for income, annuities are an excellent choice.

Some benefits that annuities can offer include

  • longevity risk protection and investment risk protection for the pension plan.
  • Income is guaranteed because there is no market exposure.
  • Offfer a higher income rate than many other guaranteed income products, and tax advantages for non-registered funds.

No matter what stage of life you're in, whether it be starting your first job, family or in the mature stage of your peak earning years , RRSPs play an important role in your long term financial plan.

Let us help you find the solution that works best for you or your business.

RESPs offer all kinds of customers the ability to save and grow their money, with the benefits of extra security.

RDSP's are long-term savings plans to help Canadians with disabilities and their families save for the future.

A RDSP savings plan should be considered if you suffer from long term disability and you are under the age of 60. You also have to be a resident of Canada with social insurance number and eligible for the disability tax credit.

RDSP's are effect if you are looking for a long-term savings plan.

A LIRA is a Locked-In Retirement Account and is designed for accumulation of pension money outside a pension plan. If you do not need income from your pension funds, then a LIRA allows you to manage your pension funds personally.