We provide our clients with access to thousands of mutual funds offered by dozens of leading fund companies, so we can find the investment that is right for you.
Together we will work to determine what’s appropriate for your risk tolerance and financial goals.
Account types offered include:
- Registered Retirement Savings Plans (RRSP)
- Registered Retirement Income Funds (RRIF)
- Locked-In Retirement Accounts (LIRA)
- Life Income Funds (LIF)
- Registered Education Savings Plans (RESP)
- Tax-Free Savings Accounts (TFSA)
- Non-registered accounts
- US$ accounts