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

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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.

Get in Touch

Need some personalized advice?

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Securities offered through J.W. Cole Financial, Inc. (JWC) MEMBER FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Craig Jeffries Wealth Management Group, LLC. and JWC/JWCA are unaffiliated entities.

Registered Representatives may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and esrvices mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Specific recommendations are based on the review of the client's individual portfolio. Prior performance is no guarantee of future results. 

S. Craig Serinsky, Jeffrey S. Emmeluth, Craig Jeffries Wealth Management Group, and JWC/JWCA do not provide tax or legal advice. Please consult a tax or legal professional to discuss your personal tax and/or legal matters.

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