We offer a variety of competitive investment strategies and partner with the top investment companies in Canada. We specialize in segregated funds where we offer both registered and non-registered accounts. Building wealth takes time; we will work with you to define the asset allocation and the desired risk to build up a portfolio that fulfills your ultimate goals. We are happy to help you set up and maintain your RRSPs, TFSAs and other important savings vehicles. We also offer the following strategies:
There are various kinds of annuities and trying to navigate the in's and out's without an annuity expert can prove difficult. In his book, Rob and his co-authors argue that you cannot retire properly without a lifetime income annuity. Essentially, this type of annuity is a guaranteed paycheque for life!
MORTGAGE FREEDOM PLAN
We'd love to show you how to pay your mortgage off faster without changing your monthly payments. The mortgage freedom plan is a program that we have been using with some of our clients for over 10 years with great success. Typically, the plan will reduce the mortgage amortization by 3 or 4 years, saving you thousands and allowing you to accumulate additional non-registered assets. This concept is ideal if you have at least 40% equity in your home. Example: if your home is valued at $800K with a current mortgage of $420K. Let us show you how the program works and give you a comparison of your current plan versus the mortgage freedom plan.