RRSP – TFSA – OPEN Accounts – Investments
Your savings needs are as individual as you are. Whether you are saving for an education, investing in your future, or financing a home, we provide a complete range of investment, annuity and retirement products designed to meet your savings accumulation and income needs. These products can include RRSP, TFSA, GIC, Annuity, Mutual Funds, Segregated Funds.
Services
Mutual Funds
These are market-based investments, managed by professionals, which are designed for long term investing due to their fluctuating values.
Segregated Funds
Like mutual funds, these are market-based investments. Money is pooled and invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool.
Tax-advantaged Savings Plans
Government designed programs to boost your savings with tax breaks and incentives.
Retirement Planning
The #1 financial goal of most Canadians. One important element of retirement planning is understanding Canada Pension Plan (CPP) and Old Age Security (OAS).
Estate Planning
The purpose of estate planning is to ensure your finances are arranged in a way that allow your assets to be passed to your heirs as quickly as possible.
