Our areas of expertise include Active, Conceptual and Strategic Investments for: Estate, Trust, Bequest, Retirement, Education, Emergencies, Tax Efficient Income, Tax Efficient Savings, Small Businesses and Corporations. Our major focus is on Private Investment Pools, Private Client Service and Private Wealth Services. We also recommend Mutual Funds, Exempt Market Products, Segregated Funds, GICs, Market Linked GIC, High Interest Savings Accounts and Annuity Contracts.

There are different types of Mutual Funds:

Money Market Funds, Fixed Income Funds, Equity Funds, Balanced Funds, Index Funds, Specialty Funds and Fund of Funds. Mutual Funds and Exempt Market Products are offered through a dealership named Investia Financial Services Inc. Visit their website for more information.

Segregated Funds (alternately called Guaranteed Investment Funds) are insurance company products. We deal with it selectively, based on need and requirement. Various carriers are used for these products. They are offered through IDC Worldsource Insurance Networks and OM Financial Inc 

 

We also have GICs (Fixed Interest), Market Linked GIC (Variable + Fixed Interest) and High Interest Savings Accounts for some clients. Some may benefit from Annuity Contracts. You may use all above investment options in different accounts like RRSP (Registered Retirement Savings Plan), TFSA (Tax Free Savings Account), RESP (Registered Education Savings Plan), RDSP (Registered Disability Savings Plan), LIRA (Locked-in Retirement Account), RRIF (Registered Retirement Income Fund), LIF (Locked-in Income Fund) and Non-Registered Account.

Paramount to all, we focus on financial security of our clients, their families and their business by insuring you. Various insurance policy contracts are available. Most popular ones are:

Life

Critical Illness

Long Term Care

Visitor's Visa Insurance

Super Visa Insurance (parents coming from abroad)

Travel Insurance