Investments

As your Investment Representative, I will help you achieve your investment objectives with the least amount of risk, and in a tax effective manner.
Call today for a FREE consultation. 514-731-2333
About…
  • My services include Investment management, Retirement planning, Education planning, and Tax efficient investment strategy’s.
  • I offer RRSP’s/RRIF’s, Tax Free Savings accounts, RESP’s, Mutual Funds, and more…
  • Through my Life Insurance license, I can additionally offer investment products uniquely offered through life insurance companies.
  • Affiliated with Quadrus Investment Service Ltd, a division of Great West Life.
  • Licensed through the L’Autorite des Marches Financiers. (AMF)
  • Member of the Chambre de Securite Financiers. (CSF)
investments
Investment Management
  • Access to top investment managers
  • Risk adjusted investment philosophy
  • Tax efficient Investing
  • A preference towards total investment solutions.
Retirement Planning
  • RRSP's
  • RRIF's/LIFS
  • TFSA's
Education Planning
  • RESP's
Life Insurance Investments
  • Segregated Funds
  • Annuities
  • More...
quadrus
Call today for a free consultation 514-731-2333      Contact Me

Investment Resources:

Investing in Mutual Funds:

 

Investment Words of Wisdom:

 

Retirement Planning:

 

Sources of Government Income in Retirement:
RRSP’s

 

TFSA’s:
Retirement Income Options:
Education Planning: RESP’s
Some Tax Strategies:

Companies I Deal With

agf
ci investments
dynamic funds
fidelity
franklin templeton investments
ia investments
mackenzie investments
td asset management