VOTE RYAN WILLIAMS

Individual Investments

There are a wide range of investment types and accounts available to you. We will help you choose the best fit for your financial position and goals.

We can help you set up the following accounts:

  • Registered Retirement Savings Plan (RRSP)
  • Spousal RRSP
  • Tax Free Savings Account (TFSA)
  • Locked In Retirement Account (LIRA)
  • Locked Retirement Savings Plan (LRSP)
  • Life Income Fund (LIF)
  • Registered Retirement Income Fund (RRIF)
  • Spousal RRIF
  • Registered Education Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Open/Non-Registered

Investment types include:*

Mutual Funds

Segregated Funds

GICs

Annuities

Banking

*Mutuals funds offered though Monarch Wealth Corporation. GICs offered through Monarch Wealth Deposit Group Inc. Banking, Segregated Funds, and Annuities offered through Tipper Financial Services Ltd.

Please use the following link to access additional information, calculators and tools for the respective investment accounts that we can provide.

Start a conversation

Start Investing Today

1

Initial Conversation

We meet to discuss your financial situation and goals to determine what investments would best fit your situation. There is no cost for this.

2

Review Recommendations

We explain the options and benefits of each and allow you to decide how you would like to proceed.

3

Let Us Take Care of the Details

We will help you get your new investments set up and ensure you understand how to continue working towards your goals.

Your First Step to Financial Well-Being.

Schedule a brief conversation with us. We will discuss your financial situation and provide a no-obligation recommendation on how we can work together to meet your financial goals.

613 . 771 . 1119

Tipper Financial

Why Choose a Certified Financial Planner?®

A Certified Financial Planner® (CFP)® certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the FP Canada. Only those individuals who have met rigorous education, examination, experience, and ethical requirements earn the right to call themselves CFPs®. Canadians seeking competent and ethical financial planning services should look for the CFP® mark.

For further information about the CFP® designation and/or FP Canada, please Click Here.

Schedule a Conversation.

Tipper Financial

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All mutual funds are sold through Monarch Wealth Corporation, a registered mutual fund dealer. Commissions, trailing commission, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus/fund facts before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. To obtain a prospectus or fund facts, or further information, please contact your Representative.

All non-mutual funds related business conducted by your Representative is not in the capacity of an employee or agent of Monarch Wealth Corporation and is not the responsibility of Monarch Wealth Corporation. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.