Segregated Funds Investment Solutions
Retirement, education and more
As we are fully life-licensed advisors, we can offer a type of investment that the bank cannot, called segregated funds. What's so great about segregated funds? They are very similar to mutual funds, but they provide creditor protection, bypass probate in estate planning, and certain ones even offer a principal guarantee. Whether you are looking for an RESP, RRSP, TFSA, or a non-registered investment, our vast investment portfolio can help you with your retirement planning needs.