Analysis of available investment vehicles and associated yields - Investment tracking and reinvestment alternatives
- Individual financial and investment consulting
- Establishment and management of individual registered and non-registered retirement savings plans
- Self-directed RRSPs, group RRSPs, & RESPs with the following investment alternatives: investment funds, segregated funds, and labour-sponsored funds.
Group Retirement Options
When your employees retire or are approaching retirement, they will need help through this period of change. Professionals are available to educate your employees about all available retirement income vehicles. We offer the expertise and services to ease the transition to retirement for your retirees:
- Retirement consulting
- Retirement income projections
- Establishment of retirement income vehicles—RRSPs, RRIFs, LIRAs, LIFs, annuities
Individual Group Investment Products
Whether you are making investment contributions to save for future expenses or retirement, the Group Investment Program allows you to take control of your personal portfolio and achieve your financial goals with peace of mind.
- Lower investment management fees
- No front- or back-end sales charges
- No deferred sales charges (DSCs)
- No minimum investment
- Pre-authorized cheque (PAC)
- Spousal RRSPs
- Self-directed RRSPs
- No annual administration fees
- Consolidated statements
