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.
Invest while paying less taxes through our planning process, we will recommend the best investment choices and account types for your business.
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.
Offering a variety of investment choices to save while paying less tax.
These are investment funds administered by an insurance company and often includes certain guarantees, such as a guaranteed reimbursement of principal on death.
Exchange Traded Funds are an index fund that trades like a stock and often has much lower fees compared to a mutual fund.