Whether your goal is to prepare for retirement, diversify your portfolio or establish retirement and savings plans for your employees, our team examines your investment options in order to build a customized portfolio that takes into consideration your financial security goals, tolerance to risk and timeline. With an emphasis on tax-efficiency and value, we help you select quality investments to strengthen your portfolio and position you for success.
Our investment services include:• Group retirement and savings plans, including registered retirement savings plans designed specifically for groups, deferred profit sharing plans, defined contribution pension plans and non-registered savings programs
• Registered education savings plans (RESPs)
• Registered retirement savings plans (RRSPs)
• Segregated fund policies