Service Description
(RRSP, TFSA, Non-Registered, LIRA, Locked-In RRSP, RRIF, LIF, FHSA)
Segregated Funds:
Different series of segregated funds that offer guarantees protecting the money invested at maturity and at death.
Guaranteed Funds:
Which are secure investments that help grow assets at a guaranteed interest rate.
– Guaranteed Interest Funds (GIF)
– Daily Interest Funds+ (DIF+)
– High Interest Savings Account (HISA)
Life and Predetermined:
For clients whose life expectancy is reduced due to their health, the enhanced annuity may be an advantageous solution since it provides higher income than a regular annuity.
– Annuities
Maximize Savings:
To maxime the savings or make up for a temporary cash flow shortage, three types of loans are available:
– RRSP loans
– RESP loans
– Investment loans