Investments (Savings)
We provide investors with a comprehensive suite of quality investment products to meet a range of financial needs in all market conditions. From wealth generation to protection, to providing guaranteed income for life, we help you invest for your future.
With your objectives in mind, we offer you flexible products adapted to your needs that include a range of retirement savings plans, education savings plans, non-registered savings plans, retirement income plans, and tax free savings accounts. These products allow you to invest your savings and obtain a high degree of financial security.
Call us at 950-30-19879 anytime to speak with a trusted advisor or complete the secure online application. We will get back to you with a solution that suits your needs.
Retirement
A comprehensive retirement wealth-building plan ensures that you have a comfortable retirement while minimizing your taxable income and ensuring your funds last your entire lifetime. It is never too late to start saving for retirement.
We work with you to develop a long-term strategy that fits your current lifestyle and properly meets your goals. Whether you are a seasoned investor who would like a fresh approach to investing or you are just starting, we work with you to build a plan utilizing the latest and most sound investment strategies to ensure your retirement is everything you dream it will be.
Working with a wide range of companies, we can offer you the very best in today’s investment products and strategies.
Tax Planning
Tax planning is very important part of financial planning. No one wants to spend his/her net income on paying taxes. Few options available in the market are listed below.
Life Insurance
Pension Plans
Health Insurance / Medi-Claims
New Pension Scheme (NPS)
Tax Saving Mutual Funds (ELSS)