Investment for Income:

  • T-Bills & Money Market Securities
  • Government & Corporate Bonds/Coupons
  • Preferred Shares and Principal Protected Notes
  • Guaranteed Investment Certificates (GIC) 


Investment for Growth: 

  • Canadian and International Equities
  • Mutual Funds
  • New Issues (IP0s) 


Money Management Services:

  • Discretionary management programs
  • RSP/RIF projections
  • Fee-based accounts
  • Portfolio Analysis/rate of return calculations 
     

Savings and Tax Reduction Plans:

  • Retirement Savings Plans
  • Retirement Income Funds
  • Education Saving Plans
  • Individual Pension Plans
  • Tax Free Savings Account (TFSA)