Investments

Investments

To invest your money with a broker, you need to have full confidence in him or her and to have access to all information required in timely fashion so there are never any surprises. At Simplicité Financière, information will always be at the tip of your fingers. We will take the time to discuss with you, to fill out your investor profile, and to understand your short, medium and long term projects. It is important for us to know you well so your finances may evolve with you. If your priority is that your investments be very secure, then we have the products you need. If you are looking for more significant and quicker yield and you are not wary of fluctuations, then we can also help you. Whatever your needs or your relationship to money, there are solutions tailored to your needs! Indeed, one meeting with us and you will know we are open, honest and worthy of your confidence.

Types of investments :

  • Mutual funds
  • Segregated funds
  • Guaranteed investment certificates (GIC)
  • Annuities
  • Types of accounts :

  • Non-registered account
  • Registered retirement savings plan (RRSP)
  • Registered education savings plan (RESP)
  • Tax free savings account (TFSA)
  • Locked-in retirement account (LIRA)
  • Registered retirement income fund (RRIF)
  • Life income fund (LIF)
  • Home buyer’s plan (HBP)
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