Investments
Getting the right investment solution for your needs takes careful planning and caring about each and every individual. This is how we can help!
What we can offer
RRSP/RRIF
Do you have RRSP's or a RRIF in place and need a review or would you like to start one? Is it coming time to role over into a RRIF?
TFSA
Do you have a TFSA in place and would like to have a review? Would you like to start a TFSA or would like more information?
Mutual Funds
Would a Mutual Fund be what would work for you? Would you like to see what they offer or perhaps have a current Mutual Fund looked over?
Segregated Funds
What exactly are Segregated Funds and would this be a great option for you?
ETFs
Would you like to learn what the buzz is all about when it comes to ETFs?
RESP
Do you have kids or grandkids and would like to know more information on how RESP's work or are they the best option?
Corporate Class
How can a corporate class investment really help me save on taxes for my future?
Private Class
What exactly is a private class investment and how is it there to help me?
Building a budget
From paying off a debt, to saving for a car, cottage or a house, a budget is one of those things that we should all have.
Federal & Provincial Credits and Bonuses
Depending on your investment, we verify if there are any government programs to help grow your investment.
Why do I need a financial advisor?
Financial Advisor's are required to complete and pass exams to become certified and a licensed professionals. They follow strict guidelines and need to continuously take educational seminars and classes to earn required credits annually to keep their licence in-force.
Companies and individuals who boast "you can do it yourself" are clearly not aware of the dangers...are you? In the past, financial advice was known to be solely for the wealthy. In this day and age, you can access the appropriate advice from a professional in order to continue to look after your finances in a world that is constantly evolving.
We work closely with each of our clients to make sure we tend to their individual needs. For instance, RRSP is an important aspect of financial planning but they are not necessarily the right product for everyone. TFSA's are a popular product that allows you to invest and watch your money grow while never having to pay taxes on the growth as long as you stay within the proper limits of contributing. However, TFSA's are not available for those under the age of 18. Further more, are these two options the best options for me? Should I get an RESP for my kids or is there a better option? What if I want to invest, make decent returns, better than GIC's but don't want to lose any capital? These are great questions and questions we get everyday! This is why it is so important to speak to a professional, somebody that has trained for years and stays current on the evolving financial world.
Corporate class investing was once for the rich and powerful. Nowadays the majority of investors can take full advantage of the tax saving products if they are aware of them. RESP's may be a good way to help with your childs education and receiving funds from the government, however they are not for everybody. So what are the other options? Well that's what we are here for, to help find the right option for each and every individual, family and corporation. We try to ensure that our clients know they have options and what they are!
Contact us to book an appointment and take the time to invest in your future today.