We help our clients to make their Investments* decisions to achieve their short-term and long-term financial goals.
We offer advice based on time horizon, risk tolerance and investment objectives. Determining what your financial goals are, let alone achieving them, can be overwhelming. Seeking support and advice from a professional can go a long way towards helping you define and reach your objectives.Each investor has unique investment objectives that are affected by short- and long-term needs and requirements. Step back and reflect on your goals, such as funding college for children,business expansion, travel plans, or retirement needs so that recommendations will directly address your needs.
We can help you meet your realistic investment goals with a following investment products :
- Guaranteed Interest Contracts (GICs)
- Registered disability Saving plans
- Group pension plans
- Non-Registered Investment Plans
- Registered Retirement Savings Plans
- Registered Education Savings Plans
- Registered Income Funds(RIF), Life Income Funds(LIF), and Locked-In Retirement Accounts(LIRA)
- Tax Free Savings Account (TFSA)
- Segregated Funds (Maturity and death benefit guarantee)
- Segregated Funds with Guaranteed Minimum Withdrawal Benefit (GMWB)
- Annuities