Our Investment Options

Accounts Offered

Our knowledgeable advisory team can help you set up the following account types to personalize your tailored investment strategy based on your family’s unique goals:

  • Registered Retirement Savings Plan (RRSP)
  • Locked-In Retirement Account (LIRA)
  • Registered Retirement Income Fund (RRIF)
  • Life Income Fund (LIF)
  • Tax Free Savings Account (TFSA)
  • First Home Savings Account (FHSA)
  • Registered Educational Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Non-Registered Accounts
  • US Non-Registered Accounts
  • Corporate Accounts
  •  In Trust For Accounts (ITF)
  • Alter Ego Trusts
  • Joint Spousal Trusts
  • Strategic Charitable Giving Accounts

Products Offered

We advise on the following product types based on unique strategies to build generational wealth for your family:

  • Mutual Funds
  • Alternatives
  • Stocks
  • High Interest Savings Account (HISA) Funds
  • Guaranteed Investment Certificates (GICs)