Investments & Retirement Savings

Investing for your future takes discipline. Working with the right advisor can help you develop, plan and obtain your financial goals. We help to create a well balanced portfolio, taking advantage of diverse options to achieve your financial goals. While investing and retirement savings are often considered one and the same, they are distinctly different yet need to work together.

Not everyone has an employer sponsored pension plan, and even if you do, it may not provide a sufficient retirement income to sustain the lifestyle you would like. It is never too early to start a plan and set money aside for your retirement. There are numerous retirement products available, many of which have guarantees to protect your deposits such as Segregated Funds, Annuities and Guaranteed Investment Funds (GIFs). In addition to Registered Retirement Savings Plans (RRSPs), other retirement vehicles include Registered Retirement Income Funds (RRIFs), Life Income Funds (LIFs), Locked-in Retirement Accounts (LIRAs), Registered Education Savings Plans (RESPs) and a host of others.

We would be pleased to help develop a personalized plan for you.