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 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)
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...
