Mutual funds are privately managed portfolios of stocks, bonds and many other securities. A pool of capital is managed by an asset management firm who has an expertise in investments, extensive financial resources and a better understanding of the markets.
Whether you’re looking for a way to invest efficiently, prudently or eco-friendly, our favourite management teams are excellent at what they do.
GIC (Guaranteed Investment Certificate)
Almost riskless securities that guarantee the full principal amount at maturity with low interest returns.
In addition to providing you with financial security, this method of investment puts an end to the complications you may have encountered in the past as it involves almost no risk.
Life, Critical Illness, Disability, and Long-term carfe insurances
In the event that a critical health situation arises, it is important to plan ahead to prevent possible financial insecurities. For example, the significant costs of a sudden illness can be enormous and have a significant impact on your finances.
Insurance policies can also offer interesting after tax returns if used properly. Our advisors will guide you in making informed decisions about when and why your family and yourself could greatly benefit from certain insurance products.
Registered and unregistered vehicles
We offer a variety of customized plans that allow you to benefit from the best financial opportunities available according to your personal profile. Finding which types of accounts are right for you is a huge leap towards financial success. These accounts all have specific fiscal considerations that need to match your financial goals and timeline.
With different accounts such as TFSA (Tax-Free Savings Account), RESP (Registered Education Savings Plans), RRSP (Registered Retirement Savings Plan), RRIF (Registered Retirement Income Fund), RDSP (Registered Disability Savings Plan), we provide you with extensive knowledge and help you make the most informed decisions possible.
No product is suggested if they do not bring great value to your family and yourself !