Investment Products

We work with our clients to build a portfolio of Equities and Fixed Income holdings that is in line with their risk level and time frame objectives.

The portfolio can consist of Mutual Funds, Segregated Funds, Exchange Traded Funds, Corporate Class Funds, and GICs, as well as ESG funds.

For those individuals that experience career changes we offer solutions to move their pension plans from their previous employer to their individual investment account.

We offer our clients the following types of accounts:
RRSP    Registered Retirement Savings Plan
SRSP    Spousal Retirement Savings Plan
RRIF    Registered Retirement Income Fund            
LIRA    Locked In Retirement Account (Locked In RSP)
TFSA    Tax Free Savings Account            
RESP    Registered Education Savings Plan
LIF        Life Income Fund                
RDSP    Registered Disability Savings Plan
Open    Non-registered Investment Account                 
Corporate    Investment Accounts

We also assist our clients with participating in the Home Buyers Program and Life Long Learning Program.

If you are nearing retirement, we can offer insight to help you understand what your income will look like in retirement.