“Let’s do some investing!”
I facilitate and advise on all Registered Savings Plans and Non-Registered investment accounts, as well as investment products that go within them.
To provide you with a well-diversified set of options, I offer Segregated Investment Funds, Exempt Market Products, Guaranteed Interest Funds (various terms) and Annuities.
If you are looking for growth and/or income, welcome or avoid risk, I can recommend and provide a solution for you.
Contact me for:
• Registered Retirement Savings Plan (RRSP)
• Tax Free Savings Account (TFSA)
• Registered Education Savings Plan (RESP)
• Locked-In Retirement Account (LIRA)
• Locked-In Registered Savings Plan (LRSP)
• Registered Retirement Income Fund (RRIF)
• Pension Transfer and/or Termination (LIRA/LRSP)
• Life Income Fund (LIF)
• Non-Registered Investment Account