Wealth management is our business and maximizing the return on your portfolio is one
of our missions.
Based on an exhaustive analysis of your investor profile and risktolerance, we will propose an investment strategy tailored to your needs; nothing is left to chance.
- free of charge -
A mutual fund is a pool of money put together by several investors like you,
independent of each other. These amounts are managed by a professional fund
manager who invests your money and the other investor's money in different products, such as stocks, bonds or treasury bills.
registered retirement savings plan
A Registered Retirement Savings Plan or RRSP is an investment vehicle that you can set up and that will be registered. You or your spouse/common-law partner can then contribute to it. Contributions made to an RRSP can be used to reduce your tax burden.
tax free savings account
The TFSA is a tax-free savings account that allows you to save for your most important projects. Whether it's for a trip you've always dreamed of doing, the purchase of your home or simply for your retirement, the TFSA is for you! To take advantage of this sometimes underestimated investment vehicle, you must be at least 18 years old and have a social insurance number.
registered education savings plan
RESPs allow you to save tax-free for the cost of your children's post-secondary education. Contributions to the plan can begin as soon as a child is born and continue until the age of 31. The money in the plan must be used up by the child's 35th birthday. In addition, the RESP is enhanced by government grants of a minimum of 30%. They are based on the contributions made and your family income. You do not have to be the parent to contribute to the child's account. In fact, you can be the child's grandmother and/or grandfather, for example.
Depending on your needs, several other investment plans are also available. Whatever your situation, we will advise you and find the best strategy for you and your family.