Investment Plan
Make your money work for you by investing in a smart and strategic plan.
Investment Services
Investment planning is an essential component of long-term financial planning. It involves identifying your financial goals and creating a strategy to achieve them through investing. Whether you’re saving for retirement, a down payment on a house, or your child’s education, investment planning can help you build wealth over time.
Segregated
Funds
Segregated funds combine the growth potential of a mutual fund with the security of a life insurance policy. Enjoy solid growth prospects with the confidence that your beneficiaries will be well cared for.
Tax-Free Savings Account ( TFSA )
Tax-advantaged savings accounts available to anyone 18 and older and useful purpose.
Non-registered Accounts
Learn more about flexible, tax-advantaged investment options with no contribution limits. These tools are perfect for both short and long-term investing, and offer flexibility with consistent liquidity.
Registered Education Savings Plan (RESP)
Safely contribute tax-free earnings to pay for higher education.
Annuities
Guaranteed lifetime income with a wide variety of options for income level adjustments and beneficiary payments.
Registered Disability Savings Plan (RDSP)
Dedicated savings tools that help parents and others save for the long-term financial security if a person eligible for the disability tax credit.
Guaranteed Investment Certificate (GIC)
Safe, secure investments with almost no risk, no fees, and potential variable interest rates.
High-Interest Savings Account
Put your money to work high-interest savings with multiple benefits and features.
Life Income
Fund
(LIF)
A special registered retirement income fund that holds locked-in pension funds plus other assets for eventual payout as retirement income.