Investments and Savings

Mutual Funds

Segregated Funds

TFSAs - Tax Free Savings 

GICs & High-Interest Savings

Annuities

RRSPs/RRIFs

LIRAs/LIFs

DPSP - Deferred Profits Sharing plans

RPP - Employer pension plans

IPPs - Individual Pension Plans

RESPs - Education Savings

Fee-Based Accounts

High Net Worth Investment Solutions

Your Money Concerns are not the Same as Your Neighbours

Will I have enough money?

  • To retire…
  • To buy a new car…
  • To send my child to school…
  • To pay off my credit card or line of credit…
  • To help my children or aging parents…

 

We understand that the decisions made in investment planning and investment strategies will have a direct impact on your financial future. For this reason, we are committed to providing the most comprehensive investment solutions. Whether you’re investing for the long term, or saving for something special, our creative team will build the investment plan that works for you.

Where your money is placed and how it is taxed are important considerations. Different investments offer different benefits and tax consequences. Some people need their money to be guaranteed, while others need it to grow at a faster pace.

Owning the right investments may make the difference between financial success or failure. You can have peace of mind in knowing you’re working with an independent advisor who has not only taken the time to understand your situation, but can also access the appropriate product(s) in crafting your personalized solution.

Our Info:

Mailing Address:
#202 2540-53rd Avenue
Vernon, BC V1T 9W8

 

Phone:
Toll Free: 866-888-8448
Vernon: 250-542-5500
Kelowna: 250-862-8448

 

Fax:
250-542-0044