Investment Vehicles
RRSP
RRSP
Registered Retirement Savings Plans (RRSPs) provide an effective way to save for retirement while deferring taxes. We offer a wide selection of carefully chosen investment options tailored to maximize the growth potential of your RRSP, aligned with your financial goals and risk tolerance.
TFSA
RRSP
Tax-Free Savings Accounts (TFSAs) are an excellent vehicle for saving and investing. While contributions are made with after-tax dollars and don’t offer immediate tax deductions, all investment growth and withdrawals are completely tax-free, providing significant long-term benefits.
RESP
Registered Education Savings Plans (RESPs) provide significant advantages for saving toward your children’s education. We also help you maximize the Canadian Education Savings Grant to boost your savings effectively.
Spousal RRSP
In a spousal retirement account, the higher-earning spouse can claim the tax deduction for contributions made on behalf of their partner. This strategy helps optimize tax savings both during the contribution years and throughout retirement.
Corporate Investing
We provide tailored investment solutions for our corporate clients, designed to deliver tax-efficient advantages and help optimize your business’s financial strategy.
Non-Registered Account
Even if you have maxed out your TFSA and RRSP contribution limits, you can continue investing through a non-registered account. We can help you develop a tailored strategy to grow your investments while minimizing your tax liability.
Types of funds
Equity Funds
Equity funds invest in Canadian, U.S., or international stocks. We offer a diverse range of equity funds tailored to meet our clients’ unique objectives. Whether you prefer to focus on a specific asset class or seek a diversified mix, we provide options and guidance to help you make informed investment decisions.
ESG Funds
As the global landscape evolves, many investors seek funds that align with both their financial goals and their values. We offer Environmental, Social, and Governance (ESG) funds from leading institutions, providing a variety of socially responsible investing options that reflect your commitment to ethical investing.
Balanced Funds
Balanced funds are popular for combining growth and stability. They invest in both equities for growth potential and fixed income securities—such as government and corporate bonds—to help protect against market downturns. These funds offer a balanced approach suitable for many investors.
Fixed Income Funds
Fixed income funds invest in a broad range of securities, including federal, municipal, corporate, and international bonds. These funds provide diversification and downside protection, especially during turbulent market periods. We offer a wide selection of fixed income funds from top-tier providers to suit various risk profiles.