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WEALTH

Successfully managing your financial affairs over a lifetime requires discipline, knowledge, and experience.

We are here to help.

How much do I need to retire?
What is the best way to invest?
What
risks should I be aware of?
What is the impact of
tax, inflation, and fees?

Mutual Funds Investments

We partner with the top boutique investment firms to provide a disciplined, effective, and transparent process to achieve the desired outcome.

Our approach to wealth planning includes:

  1. Understanding your goals.

  2. Simplifying your finances.

  3. Clear, consistent, and transparent communication.

  4. Remaining on track.​

 

All investment products are placed on a NO SALES CHARGE basis. This means you will never pay an up front sales charge or a deferred sales charge on any of our investment offerings.

Investment Strategies

As financial advisors, we work with you to clearly define your financial objectives. Once defined, we develop your financial plan which may include a variety of investment tools and options including:​

  1. Mutual Fund Investments

  2. Annuities

  3. GICs

  4. RESPs

  5. RDSPs

  6. TFSAs

  7. Guaranteed Investment Funds

 

Your financial plan is reviewed regularly and may be adjusted based on market conditions, and/or your circumstances.

That’s one of the main benefits of a financial plan.

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Investments

Building wealth starts with the right decisions, and the right investments.

Dar la mano

ANNUITIES

An annuity is a contract with a life insurance company where you pay a lump sum of money at the start of the term and, in return, the life insurance company guarantees to pay you a set income, in regular instalments for a specified period of time.

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RDSP's

A Registered Disability Savings Plans (RDSP) is a long-term savings plan designed to help Canadians with disabilities and their families save for the future.

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GIC's

A Guaranteed Investment Certificate (GIC or Term Deposit) is a secure investment and a great option if you’re seeking predictable and guaranteed interest growth.

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GUARANTEED INVESTMENT FUNDS

Guaranteed investment funds offer guarantees to help protect your principal investment amount.

 

They are similar to mutual funds, but they have a distinct advantage: They offer guarantees that protect the amounts invested against market downturns.

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RESP's

Registered educations saving plans (RESP) can help cover post-secondary education costs.

 

This tax-advantaged and tax-efficient education planning strategy can be a powerful savings tool as part of your savings plan.

Image by Austin Distel

MUTUAL FUNDS

Mutual funds aim to create a more diversified portfolio than the average investor could on their own.

Each mutual fund has clearly-defined investment objectives that determine the management of the fund and the types of investments that can be held in it.

When you choose to invest in mutual funds, you purchase units in a specific fund, where each unit represents a share of the fund’s value.

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