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 Funds – money invested in a “basket” that consists of a combination of investment vehicles such as stocks, securities, or bonds.
Segregated Funds – a 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