Investment Funds

Segregated funds offer unparalleled security and flexibility, allowing investors to protect their capital while enjoying growth potential. Our expertise in collaborating with top-tier portfolio managers ensures that we consistently deliver exceptional, customized investment strategies. By leveraging these partnerships, we empower our clients to achieve their financial goals with confidence and peace of mind.

Annuities

Annuities are long-term financial products designed to provide a steady income stream during retirement, offering stability and predictability. They can be an essential component of a well-rounded financial plan, as they help mitigate longevity risk by ensuring income lasts throughout one's lifetime. By carefully selecting the right annuity product to match individual needs, retirees can enjoy financial security and focus on living their golden years to the fullest.

Investment loans

​Investment loans, like those from B2B Bank, allow investors to borrow funds for investments, potentially amplifying returns and growing portfolios strategically with flexible repayment terms and interest rates.

Registered Accounts

Canada offers various registered accounts to help individuals save and invest for different purposes:

1. Registered Retirement Savings Plan (RRSP): Save for retirement with tax-deductible contributions and tax-deferred growth.

2. Tax-Free Savings Account (TFSA): Invest with after-tax dollars, allowing for tax-free growth and withdrawals.

3. Registered Education Savings Plan (RESP): Save for a child's post-secondary education with tax-deferred growth and access to government grants.

4. Registered Disability Savings Plan (RDSP): Build long-term financial security for individuals with disabilities, with tax-deferred growth and government assistance.

5. Registered Retirement Income Fund (RRIF): Convert RRSP savings into a retirement income stream while continuing to benefit from tax-deferred growth.