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.


