Segregated funds
We carry a huge selection of investment funds from various financial institutions including big banks and investment companies. Segregated funds offer upside potential, downside protection, and many unique features. Consult us today to optimize your investment portfolio tailored to your investment objectives.
Schedule a meeting for segregated fundsTax free savings account (TFSA)
The TFSA is a registered savings/investment vehicle that allows you to earn tax-free investment income. Through sound investment planning and maximizing contributions, you can accumulate a large amount of assets without any tax burdens.
Schedule a meeting for tax free savings account (tfsa)Registered education savings plan (RESP)
Saving for your child’s education can be stressful, as every family has many financial obligations. It is therefore important to ensure that you are applying for government benefits. When you invest into an RESP, the government provides many grants and incentives. Meet with our advisors today and see what kind of government benefits you are qualified to receive.
Schedule a meeting for registered education savings plan (resp)Registered retirement savings plan (RRSP)
When you contribute into an RRSP, you will be entitled to an income tax deduction, which results in lower tax liabilities. However, when you withdraw the income, it is fully taxed at your tax bracket at that time. It is important to consult a financial planner to help determine whether or not you are suited to invest in an RRSP.
Schedule a meeting for registered retirement savings plan (rrsp)Leveraged Investments
Borrowing to invest is a high-risk, potentially high return strategy that is suitable for individuals with a stable income, long time horizon, and higher risk tolerance. The interest on the investment loan allows for a deduction in income, hence making this strategy a tax efficient investment strategy. Not everyone is suited for this type of investment, but for those who are suitable, it can help accumulate a large amount of assets over time, without having to invest a large principal. It is important that you seek professional advice regarding leveraging.
Schedule a meeting for leveraged investments
