WEALTH SOLUTIONS

NON-REGISTERED ACCOUNTS
CORPORATE ACCOUNTS
SEGREGATED FUNDS
ANNUITIES
& GIC's
ETF'S
WITH NEST
 
 
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Start investing with a variety of account registrations and investment types. Based on your investment objectives and profile we will recommend the best options to meet your goals while minimizing taxes. 

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CORPORATE ACCOUNTS

Invest while paying less taxes through our planning process, we will recommend the best investment choices and account types for your business. 

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ANNUITIES & GIC's

Annuities and GIC's offer guaranteed returns for those wanting safety in their portfolio.  They are a good investment for someone wanting a tax-efficient investment with guaranteed income for life or a set duration. You can also name a beneficiary and can use this as a good estate planning tool.

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NON-REGISTERED ACCOUNTS

Offering a variety of investment choices to save while paying less tax.

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SEGREGATED FUNDS

These are investment funds administered by an insurance company and often includes certain guarantees, such as a guaranteed reimbursement of principal on death.

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ETF'S

Exchange Traded Funds are an index fund that trades like a stock and often has much lower fees compared to a mutual fund. 

 
 
 
 

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