Wealth Management

Our goal is to design an overall asset allocation tailored to each client's risk/return profile and specific requirements. Our investment team has limitless options in the funds we can sell. We choose from thousands of funds available in Canada. We can choose funds that have exposure to both traditional and alternative asset classes globally. Why limit your options to the selection at your bank when you can have so much more to choose from? We design portfolios specific to your needs using the best mix of products from a variety of providers. Talk to us today about your plans for the future. We would be happy to set up or review your current:

  • Registered Retirement Savings Plan (RRSP)
  • Spousal Registered Retirement Savings Plan (SP-RRSP)
  • Open or non-registered account
  • Registered Education Savings Plan (RESP)
  • Registered Retirement Income Fund (RRIF)
  • Locked-In Retirement Accounts (LIRA)
  • Life Income Fund (LIF)
  • Prescribed Retirement Income Fund (PRIF)
  • Group Registered Retirement Savings Plan (Group RRSP)
  • Tax Free Savings Account (TFSA)
  • Trust Accounts
  • Corporate Accounts
  • Segregated Funds
  • Guaranteed Investment Certificates
  • High Interest Savings Accounts Registered Retirement Savings Plan (RRSP)

Comments are closed.