Investment Solutions

Working with you to help your money do the right things for the right reasons.

Some of our areas of expertise include:

RRSPs

Registered Retirement Savings Accounts are the most well-known way to save money for your retirement. They are a product that allows you to deduct all of your deposits from your income today and defer your tax liability to a later date. RRSPs are a great way to save for your future. We will take the time to sit with you to discuss the various savings plans and find the perfect solution for your situation.

RESPs

Your child's education is essential, and we know the financial stress that comes with sending them to College or University. The Canadian Government has developed a plan to help you pay for your child's education; by opening up an RESP. Not only will you be saving for their education, but the Government will add 20% to your contributions; this allows you to accumulate enough money to help your children with the rising costs of their post-secondary education. It's never too early to start planning their future.

TFSAs

Tax-Free Savings Accounts are the newest way for you to save money. Introduced in 2009, every Canadian is entitled to contribute to TFSA's. TFSAs are under-utilized, and we believe, should be a part of your retirement. We'll use our expertise and resources to give you a better understanding of a TFSA and help pave the way for your perfect financial future.

Tax Planning

Taxes are an inevitable part of life. We can't avoid them, but we can provide financial advice on how to plan and save for when they come around. Tax planning is for everyone; we can all benefit from a good tax plan. Keep your money where it belongs, in your pockets. Our dedicated team will work on your behalf to provide a healthy and secure financial plan.

Severance & Pensions

Your pension is important, and we want to help you make the right decision. We provide you with all of the various options for your pension and streamline a process that will help you determine what's best for your financial future.

Estate Planning

Estate Planning means ensuring the proper transfer of wealth from one generation to the next. Our top priority is making sure that everything you've worked for goes to your beneficiaries. We're here to help you determine a financial plan that will follow your final wishes so you and your family can have peace of mind.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.