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

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.