Investment Management

Our team uses a broad range of investment vehicles to help manage your wealth and achieve your financial goals. We work together to structure the best investment plan for you based on your current situation and objectives. Your investments are personalized to your needs and your family’s.

We offer products like:

  • GICs, Segregated Funds, Annuities
  • Banking Products including High Yield Bank Accounts, Investment Loans
  • Access to mutual funds and investment products from over 70 different companies
  • Registered and non-registered accounts to hold investments
  • Individual Stocks, Bonds, Exchange Traded Funds, Separately Managed Accounts

Our team will show you the best way to invest and help you find the funds to get started on the right path.

Methods of investing:

  • Registered Retirement Savings Plans
  • Registered Retirement Income Funds
  • Life Insurance Funds
  • Tax-Free Savings Accounts
  • Registered Education Savings Plans
  • Individual Pension Plans