INVESTMENT ADVICE

Investment Advice

  • With so many options of where and how to invest, we know it can be overwhelming. Our team is here to answer questions and provide advice and a strategy to maximize your returns while aligning with your goals. Whether you are looking for individual financial solutions, planning for your family long-term, or looking at a corporate investment strategy, we can guide you.  We want to ensure your investments provide you with the best return possible within your comfort zone

    Tax-Free Savings Accounts (TFSA)

    Retirement Savings Plans (RSP)

    Registered Retirement Savings Plans (RRSP

    Registered Pension Plan (RPP)

    Non-Registered Accounts

    Registered Education Savings Plan (RESP)

    Registered Disability Savings Plan ( RDSP )

    First Home Savings Account (FHSA)

    Locked-In Retirement Account (LIRA)

    Registered Retirement Income Account (RRIF)

    U.S. Dollar Registered Accounts

    Non-Registered Accounts

    Non-personal accounts

    Sole Proprietorship, Corporate, Partnership

    Trusts