During the last market downturn, retirees who had all their assets in equities saw their nest egg shrink dramatically over a 12 month period. This is an absolute nightmare scenario for a retiree, and unfortunately, it was a reality for too many hard-working people.
Today there are thousands of mutual fund available across Canada. In order to assist our clients with creating quality portfolios, we use software to select only those mutual funds…
RRIF
A Registered Retirement Income Fund is an investment plan, established in accordance with Government of Canada requirements, into which you can transfer registered funds….
GIC
Guaranteed Investment Certificates are issued in your name and can’t be sold except to the institution that issued them. You agree to keep the money in the GIC for a set period…
LIF
A Life Income Fund (LIF) is a retirement income plan using locked-in pension money and the owner of the LIF can control the investments held within the fund. In addition to the…
TFSA
A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are…
LIRA
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) enable you, as an employee to maintain the tax-deferred status of pension plan proceeds received…
Segregated Funds
Guaranteed Investment Funds (also known as “Segregated Funds” or “Individual Variable Insurance Contract”) are basically enhanced Mutual Funds. They come with a…
Annuities
Annuities are one of the simplest investment vehicles one could acquire. Simply put, when you establish an annuity, you are purchasing a lifetime income. Examples of annuities are…
About Us
We serve individuals, families and businesses in the Mission area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
We are never satisfied until you are.
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