WEALTH SOLUTIONS

Investing for your future.

NON-REGISTERED ACCOUNTS

Saving the smart way.

CORPORATE ACCOUNTS

Structuring your investments in the most tax-efficient way possible

SEGREGATED FUNDS

Investments with a protective wrap

ANNUITIES
& GIC's

Guaranteed return or income for life for a set duration. 

ETF'S
WITH NEST

Low-cost investment tool.

 
 
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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.