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Tax-free savings accounts were introduced in Canada in 2009 with a limit of $5,000 per year, which is indexed for subsequent years.

The FHSA stands for First Home Savings Account, which is a Canadian government initiative introduced in the 2022 federal budget.

RRSP contributions are tax deductible and taxes are deferred until the money is withdrawn. An RRSP can contain stocks, bonds, mutual funds, GICs, contracts and even mortgage-backed equity.

A savings plan that encourages investing in a child’s future post-secondary education.

In Canada, a type of registered retirement income fund that is used to hold pension funds, and eventually payout retirement income.

A type of registered retirement savings alternative that locks in the pension funds in investments.

An account that is managed by one party for the benefit of another. It is sometimes called an account held in trust, and the trust relationship can be either explicit or implied.

The RRIF plan is designed to provide people with a constant income flow through retirement from the savings in their RRSPs.

Let our advisors create the optimal health plan tailored to your needs.

A comprehensive evaluation of an investor’s current and future financial state.

Registered Disability Savings Plan