investments
Too much information on investing can cause confusion for our clients. We try to keep the business of investing simple, concise and understandable.
Get today's:
- latest mutual fund rates at GlobeFund.com
- current GIC rates from Standard Life
Life Events:
Whether buying a home, having a baby or getting ready to retire, be prepared for the next big event in your life.
Your Risk Profile:
Take the Risk Profile Survey and bring it with you when you meet with us.
Manulife's IncomePlus
Manulife has recently launched IncomePlus — a first of it's kind in Canada. Protect Your Principal While Growing Your Investment. Learn more.
2007 Federal Budget Changes:
To learn about how the 2007 Federal Budget changes affect your child's education savings, read Manulife's 2007 Federal Budget Summary 
.
Together, we can find the right investment structure
Our process is straight forward, yet ensures your investments are appropriate for you:
- Determine your risk tolerance using a Risk Profile Survey.
- Invest to your risk tolerance.
- Diversify your Portfolio.
- Adjust to your time horizon.
- Protect your investments.
- Review your investments regularly with us.
We can help you choose the right investments
Our investment vehicles include:
- Guaranteed Investment Products (GIC's)
- Annuities (registered and non-registered)
- Banking Products - Personal and corporate high interest savings and chequing accounts (with Manulife Bank)
- Mutual Fund Products (non-registered, RRSP)
- Segregated Funds
- Education Savings Products
Note: we are not licensed in Securities.
Because we have access to products from over 70 different companies, we can ensure that our clients have the right investment mix.
Some of the mutual fund companies we feature include:
- TD Mutual Funds
- AIM Trimark
- CI Funds
- Manulife Investments
- Fidelity
- Franklin Templeton
- Mackenzie
- Standard Life Mutual Funds
For Guaranteed Investment products (GIC's):
- Manulife
- Maritime Life
- Standard Life
- Canada Life
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund's simplified prospectus before investing. Mutual fund securities are not guaranteed, their values change frequently and past performance may not be repeated.