Wealth Management

We are one of the major dealers across Canada and have a great variety of investment and wealth management products. To name a few:

Mutual Fundsmoney invested in a “basket” that consists of a combination of investment vehicles such as stocks, securities, or bonds.

 

Segregated Fundsa product similar to mutual funds but with protection of investment principal.

 

Registered Retirement Saving Plan (RRSP) an account for retirement with tax advantages.

 

Registered Education Saving Plan (RESP)an account for children’s education with government contributions

 

Tax Free Saving Account (TFSA)a savings account that enjoys tax free capital gains

 

Registered Retirement Income Fund (RRIF) required by the government to be transferred from RRSP when plan holder turns seventy-one*. This product will provide a steady stream of income to retirees while keeping the balance of savings in a tax- deferred investment.

*Age is subject to government rules and regulations

 

Locked-In Retirement Account (LIRA) - a type of registered retirement savings account that pension funds can be transferred into.

 

Registered Disability Savings Plan (RDSP) – a type of registered matched savings plan specific for people with disabilities. It is designed as a long-term savings plan to help the holder be better financially prepared for their future