Investments and Growth

Investments and Growth

Each person is unique; therefore, we all have a different investor profile. Our team’s role is to define your investor profile with you so that we can work together to develop an investment and growth strategy tailored to your needs. Our goal is to develop a long-term relationship build on trust with you. Because your needs and goals will change throughout your life, our team will support and guide you through every step of your financial life.

  • Non-Registered Plan
  • Mutual Funds
  • Segregated fund and term fund policies *
  • Guaranteed Investment Certificate (GIC)
  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Locked-in Retirement Account (LIRA)
  • Life Income Fund (LIF)
  • Tax-Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Individual Pension Plan (IPP)
  • Life income products *
  • Life annuities *
  • Private management
  • Securities
  • Banking products