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

SEGREDATED 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.

TFSA | RESP
RRSP/RRIF

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. 

 

NON-REGISTERED ACCOUNTS

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

 

CORPORATE ACCOUNTS

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

 

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.

 

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.

 

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.