Investment Products

Our professionals can provide advice regarding such investment products as:

  • Mutual Funds / Pooled Products
  • Guaranteed Investment Certificates (GICs)
  • Government prescribed programming for pensions, for tax deferral, for tax minimization:
    • Tax Free Savings Accounts (TFSAs)
    • Registered Retirement Savings Plans (RRSPs)
    • Registered Education Savings Plans (RESPs)
    • Registered Disability Savings Plans (RDSPs)
    • Registered Retirement Income Funds (RRIFs)
    • Individual Pension Plans (IPPs)
    • Life Income Funds (LIFs)
    • Prescribed Registered Retirement Income Funds (PRIFs)

These investment tools can create an investment portfolio that will help with income tax efficiency, safeguard your money, and help ensure peace of mind.

We align ourselves with the brightest minds in Canada to access the most suitable products for our clients. We have direct access to selected, top-ranked Investment Counsel professionals.

We focus on communicating the results of your investments to you. Full transparency drives our communications.