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Investments

INVESTMENTS

OBJECTIVE OF INVESTMENTS

Investments should always be based on short-term and long-term objectives. We discuss the complete financial situation with any clients before recommending any investments. Investments are subject to market risks which is why individual assessment is required before recommending any investments.

TYPES OF INVESTMENTS

  • Segregated Funds
  • GIC (Guaranteed Investment Certificate)
  • Annuities
  • Pension Plans
  • RRSP (Registered Retirement Saving Plan)
  • TFSA (Tax Free Savings Account)