Retirement Income Security

Here are four complementary ways of investing for retirement income security:

  1. Exchanged Traded Fund (ETF) Portfolios
  2. Guaranteed Investment Funds (Segregated Funds)
  3. Private Capital investments (up to 20% of financial assets)
  4. Guaranteed Lifetime Withdrawal Benefit (GLWB) Programs

We'll help you choose the right combination to achieve your retirement income goals.  

Private Capital

Real estate secured portfolios with seasoned managers and diversified holdings, producing regular income. 

GLWBs

Investment portfolios with a pre-set level of income guaranteed for life. Like a pension, but you keep the capital.

Segregated Funds

Investment funds with potential to outpace inflation and generate tax efficient income over time.

ETF Portfolios

Exchange traded fund portfolios optimized for maximum stability and returns.
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