Investments

Here are a few of the tools available that will help us work towards achieving your goals.

Products include:

• Stocks [Multiple Marketplace Disclosure ]
• Preferred Shares
• Bonds
• Mutual funds
• ETFs
• Flow-Through Shares
• Fee-based wrap program
• Money products: savings account, GICs
• Account types: Cash, RRSPs, RRIFs, and LIFs, RESPs, TFSA
• Monthly savings plans
• Systematic withdrawal plans
• Other specialty investment products

Services include:

• Preparation of your investment policy statement
• Preparation and implementation of your investment strategy and portfolio
• Portfolio monitoring and follow-ups based on a pre-determine schedule