Investments & Savings

To grow your money with peace of mind and to enjoy a comfortable retirement or save for a rainy day fund.
Retirement income
Segregated Funds
Wealth Management

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Professionally managed low fee investments and financial advice from Certified Financial Planners made easy.

RRSP
A registered retirement savings plan (RRSP) helps you save tax-free until you retire. By investing in an RRSP.
TFSA
A tax-free savings account (TFSA) helps you grow your savings tax-free. It’s the perfect tool to save for a project like a trip, a house purchase or a new car.
IPP
The Individual Pension Plan (IPP) is tailored to business owners and executives looking to optimize their retirement income.
LIF
If your savings have been placed in a locked-in retirement account (LIRA), a life income fund (LIF) will allow you to periodically withdraw the funds you require to live comfortably.
RRIF
A RRIF acts as an extension of a registered retirement savings plan (RRSP). It allows you to utilize the savings you have accumulated during your working life. You have until December 31 of the year you turn 71 to convert the amounts invested in your RRSP into a RRIF.
Annuities (Guaranteed Income)
Annuities are ideal if you would like to convert a portion of your savings into a fixed and guaranteed income that provides you with regular payments. There are two types of annuities: life and certain. There are other Retirement Plan that offer a guaranteed lifetime income.
RESP (Registered Education Savings Plan)
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You start saving early in your child’s registered education savings plan (RESP) and take advantage of generous government grants.
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Your regular contributions and grants generate interest. Your registered education savings plan (RESP) grows tax free.

Your contributions are returned to you to fund your child’s education. Your child receives the grants and the total interest from the registered education savings plan (RESP).

INSURANCE OPTIMAL
Segregated Funds
Segregated funds are similar to mutual funds, however what sets them apart is the guarantee they offer of investment protection against possible market downturns. Distributed exclusively by insurance companies, segregated funds are comprised of stocks, bonds or market securities and are managed by experts.
Guaranteed Interest Funds
Offer a fixed and guaranteed interest rate for the term of the investment, offering a 100% guarantee of your capital at maturity and more.
Mutual Funds
Fluctuate according to market value and do not offer any guarantee on your investments and offers a diversified asset mix and more.
Daily Interest Fund+
The Daily Interest Fund+ (DIF+) allows you to make deposits yourself in investments that you previously selected with your advisor.
High Interest Savings Account
The high interest savings account is a good option to grow your money with complete peace of mind. Whether you want to wait for the right time to invest or ready now.
Wealth Management Offerings Include:
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Investments (stocks, bonds, mutual funds, ETFs and alternative investments)
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Retirement, education, tax, business succession and estate planning
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RRSP, TFSA, RESP and non-registered accounts
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Advisory and discretionary accounts

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