Investments

Investments can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals. For employee groups, I can offer advice on registered and non-registered savings and pension plans.

  • Mutual Funds
  • Fixed, Variable and Indexed Annuities
  • Stocks
  • Bonds
  • Money markets
  • Fee Based Money Management
  • Term and Permanent Life Insurance
  • Long Term Care Insurance
  • Unit investment Trusts
  • Options
  • CD's

Business Retirement

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

Employees gain instant tax savings for their Group RRSP contributions, since they are made using pre-tax payroll deductions. They also receive the peace of mind that comes from knowing every month they are building towards retirement.

I can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

  • Registered retirement savings plans designed specifically for groups
  • Deferred profit sharing plans
  • Defined contribution pension plans
  • 401k, Sep and SIMPLE Plans

Contact us today to learn about how group retirement and savings plans can benefit your business.