Investments
As your Investment Representative, I will help you achieve your investment objectives with the least amount of risk, and in a tax effective manner.
Call Today a FREE consultation. (514) 731-2333
About…
- My services include Investment management, Retirement planning, Education planning, and Tax efficient investment strategy’s.
- I offer RRSP’s/RRIF’s, Tax Free Savings accounts, RESP’s, Mutual Funds, and more…
- Through my Life Insurance license, I can additionally offer investment products uniquely offered through life insurance companies.
- Affiliated with ;Quadrus Investment Service Ltd, a division of Great West Life.
- Licensed through the L’Autorite des Marches Financiers. (AMF)
- Member of the Chambre de Securite Financiers. (CSF)
Investment Management
- Access to top investment managers
- Risk adjusted investment philosophy
- Tax efficient Investing
- A preference towards total investment solutions.
Retirement Planning
- RRSP's
- RRIF's/LIFS
- TFSA's
Education Planning
- RESP's
Life Insurance Investments
- Segregated Funds
- Annuities
- More...
Call Today for a Free Consultation (514) 731-2333
Contact MeInvestment Resources:
Investing in Mutual Funds:
Investment Words of Wisdom:
- Stay The Course
- Think Globally
- Time Is Money
- The Risk Of Safe Investments
- Don’t Miss Out
- Diversification = Less Risk
- Time Heels All
Retirement Planning:
Sources of Government Income in Retirement:
RRSP’s
- RRSP’s The Facts
- RRSP Caculator
- RRSP Illustrator
- RRSP Loan Planner
TFSA’s:
Retirement Income Options:
- Registered Retirement Income – The Facts
- RIF/LIF Illustrator
Education Planning: RESP’s
- Education Planning Guide
- RESP – Invest In Your Childs Future
- RESP Guide
- RESP – The Facts
- RESP – FAQ
- RESP – Tmies / Limits To Remember
- RESP – Proof Of Enrollment
- RESP Caculator
Some Tax Strategies:
- Personal Tax calculator
- 2022 Personal Tax Rate Card
- Income Splitting- The Facts
- Spousal RRSP’s
- Pension Income Splitting
- Leveraging – Borrow To Invest
- Corporate Class Mutual Funds
- Ideal Candidates For Mutual Fund Corporations
- Using Corporate Money To Fund Retirement
- Capilatising On Capital Losses
- Individual Pension Plans And The family Business
Companies I Deal With
