Objective
Investments are one of the best ways to get returns, whether as interest, dividends or capital gains, and grow your money.
Duration
This is the perfect solution for medium- or long-term investments, since they allow you to gradually build up your savings.
Risk tolerance
We’ll consider your risk tolerance to make investments that benefit you the most, based on your investor profile.
Types of savings
Identify the most suitable and efficient savings vehicles for your projects.
- RRSP
- TFSA
- Annuity products
- RRIF
- LIF
- LIRA
Advantages
Your money remains easily accessible and transferable from one account to another while still earning interest, in the case of some savings products.
- Tax-free savings
- Registered retirement income
- Life income
- Locked-in retirement fund
- Disability savings
Your advisor: at the heart of your financial strategy
After carefully analyzing your profile, your advisor will recommend investments that meet your criteria. You’ll very likely get returns that exceed your expectations and feel more at peace with your decisions. Some Investment practises may be riskier, but often yield higher returns.
Performance to meet your expectations
I can help you manage your investment portfolio to get you the highest yield possible based on your risk tolerance level. Thanks to my expertise, I have a broad view of the financial market and can be a major asset to your investment strategy.