An Investment Portfolio That Meets Your Needs

Today’s investment market can be overwhelming with the endless investment options. Our financial advisors can help you navigate those options by designing an investment portfolio that will meet both your short and long term goals.

RRSP

An RRSP is a great way to save for your future. They allow your money to grow on a tax-deferred basis while taking advantage of an immediate tax reduction. Start saving with an RRSP today. Call us to book an appointment.

RESP

A post-secondary education can be expensive so investing in your child’s future early is a perfect way to manage those expenses. RESPs offer an effective, flexible savings plan. Give us a call so we can help you find a way to contribute to an RESP without jeopardizing retirement planning and daily cash flow.

Segregated Funds

This kind of investment allows you to save for your future outside of a registered retirement fund. It allows you to take advantage of rising markets while offering guarantees against possible market downturns at maturity and in the event of death. It is managed by experienced portfolio managers and include an asset mix that suits all investor profiles. They also help protect your savings from potential creditors depending on the province of residence.

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