Balanced Investment Planning
Matching your objectives with an appropriate investment strategy. Balancing growth and security to minimize taxes and maximize your wealth.
Your financial priorities are: protecting your income, paying off credit card debt and/or student loans, paying for a home, establishing an emergency fund, saving for material purchases, saving for your children’s education and saving for retirement.
Our Investment Products
Open Investments
- Investment Savings Accounts
- Redeemable Term Deposits (GIC)
- Non-Redeemable GIC
- Laddered GIC
- Escalating GIC
- Segregated Funds
- Mutual Funds *
- Labour Sponsored Investment Funds *
- Socially Responsible Investment Funds *
- Annuities
Registered Investments
- Registered Education Savings Plans (RESP):
- First Home Savings Accounts (FHSA)
- Tax-Free Savings Accounts (TFSA)
- Registered Retirement Savings Plans (RRSP)
- Group Retirement Savings Plans (GRSP)
- Deferred Profit Sharing Plan (DPSP)
- Registered Disability Savings Plan (RDSP)
- Registered Retirement Income Funds (RRIF)
- Registered Pension Plans (RPP)
- Locked-In Retirement Account (LIRA):
- Life Income Funds (LIF)
- Annuities