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