Investment Options
GIC | Guaranteed Investment
Term
Rate
Minimum
1 year
1.70%
$5000.00
2 year
2.05%
$5000.00
3 year
2.25%
$5000.00
4 year
2.35%
$5000.00
- Non Registered Accounts
- RRSP
- TFSA
Market Based Investment Products
- Stocks • Equities • Bonds
- Based on risk tolerance
- Conservative Allocation Fund
- Moderate Allocation Fund
- Balanced Allocation Fund
- Aggressive Allocation Fund
Key features:
Protection of Capital
- 75%-100% of your contributions (minus withdrawals) when contract matures.
- Creditors Protection: against an unexpected law suit for bankruptcy.
- Mackenzie | Fidelity | CI | Franklin
- Non Registered Accounts
- RRSP
- TFSA
REIT | Real Estate Investments
- Real Estate - Retail, Office, Industrial, Residential
- Real Estate Investment advisor providing comprehensive asset management, property management, development and specialized real estate advisory services.
Key features:
- Growth return - Sum of Income + Capital Appreciation.
- Diversification - BC, Alberta, ON, QC, Atlantic.
- Monthly or Quarterly Distribution.
- Rental Income.
- 303 properties - $14 Billion Assets.
- Non Registered Accounts
- RRSP
- TFSA