Individuals
Individual Investment Options
There Are Several Long-Term Investment
Options Available to Most Working Families:
Retirement Savings Strategies
Does working for 40 years before you can afford to retire appeal to you?
If not, let us show you some investment strategies that will build your wealth and net worth over time so you can retire much sooner.
Registered Education Savings Plan (RESP)
Did you know the Government of Canada will contribute up to $7,200 towards your child’s post-secondary education?
With the rising costs of a good education these extra funds will help ensure your child is prepared for a bright future. Let us show you how you can claim this significant windfall.
Tax Free Savings Account (TFSA)
Taxes is one of the biggest bills for Canadians.
Our paycheques are taxed at source and a sales tax is added to most items we purchase.
There are very few times when you can make money and keep all of it for yourself. Let us show you how a tax-free investment will grow more efficiently than its counterpart.
Life Insurance
Have you considered the impact on your family if you or your spouse were taken out of the family picture? Will your survivors have enough money to pay off debts and mortgages, pay the daily bills, or finish their education? Is there a chance that there might not be enough money for your loved ones to live on? We help you understand the different types of life insurance coverage options that are available to you, and how eachone works so you can make the best decision for your family.
Need A Financial Check Up?
Questions and Discuss Your Goals
your business and personal goals.
