From saving for your child’s education; to planning a vacation, setting aside funds for retirement income, or managing your finances during retirement, I can help you create an investment portfolio that meets your needs.
• Mutual Funds Mutual funds offer long, medium and short term investments that many investors use as part of their overall financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.
• Guaranteed Segregated Fund Policies Segregated fund policies are long-term investments that offer capital guarantees.
• Life Insurance Our firm brokers life insurance to ensure you get an excellent rate plus the right product to meet your needs.
•Tax Planning Using Investments
I also offer tax-advantaged strategies, including:
- Registered education savings plans (RESPs)
- Registered retirement savings plans (RRSPs)
- Registered retirement income funds (RRIFs)
• Disability Insurance
Accidents and illnesses are unfortunate facts of life. Disability insurance coverage is designed to help protect your most valuable asset – your ability to earn an income, which can be jeopardized if tragedy strikes.
• Critical Illness Insurance
A critical illness or condition, such as a heart attack, cancer or stroke, can turn your life upside down. It can affect you physically, emotionally and financially. Insurance can protect both you and those close to you from the financial effects of a critical illness.