Investments

We offer a wide range of investment products and services to help you meet your personal and/or business financial goals. With a low monthly contribution, you can start investing for your short and long term needs. So whether you’re looking to plan for a comfortable retirement, purchase a new home or to travel, we can help to find solutions.

 

Investments Available

  • Segregated Funds
  • Mutual Funds
  • Labour Sponsored Funds

 

Accounts Available

  • Registered Education Savings Plans (RESP)
  • Registered Retirment Savings Plans (RRSP)
  • RIF, LIF and LIRA's
  • Non-Registered Plans (Open)
  • Tax-Free Savings Account (TFSA)
  • Group RRSP (GRRSP)

 

Using other peoples money

  • Investment Leveraging
  • RRSP Loans

 

Other Investment Services

  • Pension transfers to your RRSP including transfers from the UK under the Qualified Registered Overseas Pension Scheme (QROPS)
  • Portfolio Consolidation (we cover any costs associated with a change of dealer for funds held with the majority of mutual fund companies) -  Benefit from having all investments in one place, with one consolidated statement.

 

Investment Wisdom

Life Insurance and Segregated Funds
Mutual Funds