We take the time to discuss with you, to analyze your needs and objectives, while taking your degree of risk tolerance into account. This allows us to advise you and to offer you products appropriate to your circumstances in the short, medium, and long term. You may open a new account with us and/or transfer investments secured elsewhere in order to benefit from our advice.
Planning for your children’s education: individual and family RESPs
Saving for your projects
Planning for a career change: pension fund transfer, LIRAs
Preparing for your retirement
RRSP – Registered retirement savings plan | RESP – Registered education savings plan | TFSA – Tax free savings account | LIRA – Locked-in retirement account | RRIF – Registered retirement income fund | LIF – Life income fund | HBP – Home buyer’s plan