We have investment options to meet all your needs based on your investment philosophy and tolerance for risk by using GIC's, Mutual Funds and Segregated Funds. We recommend that a financial plan be developed and once this is done the investment vehicle(s) be selected. A comprehensive financial plan must include a variety of investment vehicles for diversification.
We have access to most GIC products available in Canada and the US, with rates updated daily.
The Mutual Fund market is varied but once a financial plan has been put in place we can recommend those funds that best meet your objectives and investment philosophy.
Segregated Funds are investment programs offered and insured by life insurance companies and are very attractive for their guarantees. Depending on one's situation they may be the fund of choice for you.
We recommend that you meet one of our planners to design a program that meets your objectives before investing.