Investment Solutions
Smart investments start with a clear vision. We provide tailored solutions that align with your goals, helping you build wealth and secure your financial future with confidence.
1
Let us help you discover which “investment type “is best suited for you.
Segregated Fund
Segregated funds combine the growth potential of investments with the security of insurance benefits. They offer a unique blend of capital protection, estate planning benefits, and market exposure tailored to meet your financial goals.
Mutual
Mutual funds provide a diversified investment option managed by experts to help you achieve your financial goals. Whether you’re saving for retirement or long-term growth, mutual funds offer a range of options tailored to your needs.
Client Named Account
A client-named account gives you direct ownership of your investments, offering greater transparency and control. This solution allows you to build a portfolio customized to your financial objectives.
Nominee Account
A nominee account simplifies the management of your investments by holding them in the name of a financial institution on your behalf. This option streamlines administration while keeping your financial goals in focus.
2
We’ll partner with you to determine which “account type” compliments your objectives.
TSFA
A TFSA allows you to grow your savings tax-free, providing flexibility for short-term goals or long-term wealth accumulation. Enjoy the benefits of tax-free withdrawals while keeping your money working for you.
RSP/RIF
An RSP helps you grow your retirement savings with tax-deferred contributions, while a RIF turns those savings into a steady income stream during retirement. Together, they provide a comprehensive solution for financial security in your golden years.
FHSA (First Home Savings Account)
The FHSA combines the benefits of a TFSA and an RRSP, allowing you to save for your first home tax-free. This account is a game-changer for first-time homebuyers looking to make their dream a reality.
Open Account
An open account offers maximum flexibility, allowing you to invest without the restrictions of registered accounts. Ideal for those looking for liquidity and diversified growth options.
RDSP (Registered Disability Savings Plan)
An RDSP provides long-term financial support for individuals with disabilities, offering government grants and tax-deferred growth to enhance financial security.
RESP (Registered Education Savings Plan)
The RESP helps you save for a child’s post-secondary education with the benefit of government grants and tax-deferred investment growth. A smart choice for securing their academic future.
LIRA/LIF (Locked-In Retirement Account/Life Income Fund)
LIRAs preserve pension savings for retirement, while LIFs convert them into regular income payments. Together, they ensure your retirement funds are secure and accessible when you need them.
Pension
We guide you through managing and maximizing your pension plan to ensure it aligns with your retirement goals. Protect and grow your benefits for a worry-free future.
Annuity
An annuity offers a dependable, guaranteed income stream in retirement. It’s a stress-free way to ensure financial stability for the long term.
GIC (Guaranteed Investment Certificate)
GICs are low-risk investments that provide guaranteed returns, making them a secure option for preserving and growing your capital.
MLTI (Multi-Asset Linked Investment)
MLTIs diversify your portfolio by linking your investments to multiple asset classes. They offer a balanced approach to managing risk while pursuing long-term growth.
