Strategic Investing for Long-Term Financial Growth
Investment Planning
Strategic Investing for Long-Term Financial Growth
What's your retirement income picture?
We believe wealth should be managed to increase the quality of life, which means a retirement income plan and management discipline that meets your needs without extraneous risks.
Investment Philosophy
Our recommendations are informed by 40 years of experience.
Click the button below to see the key elements of our philosophy.
Model Portfolio
Our Model Portfolios are examples of investment strategies we frequently recommend that could be a good starting point for discussing what’s right for you.
Click the button below to take a look.
RRSPs
An RRSP helps you save for retirement with tax-deferred growth. Contributions lower your taxable income, and your investments grow tax-free until withdrawal, ensuring a solid financial foundation for retirement.
TFSAs
A TFSA allows your investments to grow tax-free, providing flexibility for short-term and long-term savings. Withdrawals are tax-free, making it an excellent option for building wealth while maintaining accessibility.
RRIFs
Convert your RRSP into an RRIF to generate income in retirement. RRIFs provide structured withdrawals while keeping investments growing tax-deferred, ensuring you have a steady income stream throughout your retirement years.
FHSAs
Designed for first-time homebuyers, the FHSA combines tax-deductible contributions with tax-free withdrawals for a down payment. This account helps you save efficiently while taking advantage of valuable tax benefits.
RESPs
An RESP helps you save for a child’s post-secondary education, benefiting from government grants and tax-deferred growth. This structured plan ensures education funding is ready when needed.
RDSPs
The RDSP is designed to provide long-term financial security for individuals with disabilities. With government grants and tax-deferred growth, it offers an effective way to build savings for future care and expenses.
Invest with confidence and secure your financial future. Contact us today to create a personalized investment strategy that aligns with your goals.