investment solutions

We help you grow your wealth and protect your future with smart, secure insurance-based investment options.

Let’s Start with Your Goals

• What Do You Need? We’ll look at your current financial situation and help you figure out what’s most important.

• Know Your Risk Comfort – Find the right balance between risk and safety for your investments.

• Set Goals – Whether it’s saving for retirement, your kids’ education, or building wealth, we’ll map it out together.

Smart Investment Options

• Segregated Funds – Grow your money with added protection for your capital.

• Guaranteed Investment Funds (GIFs) – Reliable growth with built-in guarantees.

• Payout Annuities – Get a steady income for life, perfect for retirement.

Tax-Free and Secure Savings

• TFSA (Tax-Free Savings Account) – Save and grow your money tax-free.

• RESP (Registered Education Savings Plan) – Save for your kids’ education with extra government contributions.

• RRSP (Registered Retirement Savings Plan) – Save for retirement while enjoying tax benefits.

• RDSP (Registered Disability Savings Plan) – Build savings for individuals with disabilities with government grants and bonds.

Specialized Plans Just for You

• LIRA (Locked-In Retirement Account) – Securely grow your pension savings.

• LIF (Life Income Fund) – Turn your locked-in savings into steady retirement income.

Secure Your Legacy

• Estate Planning – Pass your wealth to loved ones, tax-efficiently and hassle-free.

• Charitable Giving – Use insurance to support causes you care about while maximizing tax benefits.