Navigating through the vast landscape of 16,000+ investment funds in Canada, we employ advanced database software to meticulously curate portfolios. This ensures each selection aligns precisely with our clients' unique risk tolerances, fostering the creation of high-quality, tailored investment portfolios.
A Registered Retirement Income Fund, compliant with Canadian regulations, allows tax-free transfer of registered funds, typically from your RRSP. It serves as a secure avenue for generating retirement income, offering flexibility and various investment options tailored to individual needs.
Issued exclusively in your name, Guaranteed Investment Certificates cannot be sold externally. By committing to a predetermined period, you secure a fixed interest rate. Compound GICs amplify returns by accruing interest on previous earnings, offering a dynamic investment strategy within the agreed timeframe.
Registered Education Savings Plans (RESPs) facilitate tax-free growth until a child pursues higher education. Withdrawals, typically taxed at the student’s lower rate, support university, college, or vocational institute expenses, offering a strategic financial solution for educational pursuits.
A Tax-Free Savings Account is a registered savings account enabling tax-free investment income. While contributions aren’t tax-deductible, withdrawals of contributions and earnings remain tax-free, providing flexibility and growth potential.
A Life Income Fund (LIF) is a retirement vehicle that allows individuals to manage investments with locked-in pension funds. Like a RRIF, LIFs mandate a minimum annual withdrawal, providing flexibility and control over retirement income.
A Registered Retirement Savings Plan (RRSP) is a government-registered retirement savings vehicle. You or your spouse can contribute until the year-end, providing a tax-advantaged way to save for retirement.
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) secure tax-deferred status for pension plan proceeds when leaving a company, restricting access to ensure financial stability.
Introduced in 2011, the Registered Disability Savings Plan (RDSP) is accessible to eligible Canadians with the disability tax credit, providing significant benefits for qualified individuals. The RDSP serves as a savings plan
Leveraged investing involves using borrowed funds to support investments. If you’ve considered amplifying your investment potential through borrowing, you’re already acquainted with the concept of leverage.
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