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Investment Planning

At the heart of investment planning is the alignment of your financial objectives and goals with the right investment resources, such as mutual funds, GICs, term investments, savings bonds and segregated funds - including registered to non-registered investments.

Creating an investment plan tailored to your financial goals requires careful consideration of key factors such as diversification, risk tolerance, liquidity, and return on investment.  The plans may include savings vehicles such as RRSPs, TFSAs, RESPs, RRIFs, and LIRAs.  It also requires 

ongoing monitoring and adjustments to ensure that the portfolio remains aligned with your financial goals and adapts to changing market conditions.


Our certified financial planner, with over 30 years of experience in the financial industry, is dedicated to delivering detail-oriented, service-driven and up-to-date education to you, earning your trust in the ever-evolving financial landscape.



Mutual Funds
Segregated Funds
Life Income Funds
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