Investment

Investments

You've earned money, and you want it to grow, that's why investing wisely becomes an important element in your personal financial plan. That's also why we've built an in-house expertise in investing. We have a spectrum of registered, non-registered, fully guaranteed and non-guaranteed investment vehicles that we tune to the specific needs of each client.

Our investment strategies are individually created after we complete an in-depth conversation using a detailed questionnaire. We want to know your investment objectives and how you view risk from the very beginning. Once this is defined, we can create an investment strategy that is designed to minimize risks while pursuing your targets for growth.

Investing can happen in many ways. Segregated Funds, Mutual Funds, Guaranteed Investment Products, Savings and Residential Mortgages can all be excellent investment tools when used in the right mix.

And if you're in need of a mortgage, or if your existing mortgage is going to renew soon, our mortgage specialist will be happy to assist you.

Contact us today for a financial analysis. This email address is being protected from spambots. You need JavaScript enabled to view it. or 1.877.989.1997

Legal Footnote:

A description of the key features of the segregated fund policy can be found in the information folder.

Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.

Brockville

56 King Street East
Brockville, ON
K6V 1B1

613.865.8080

Cornwall

108 Second Street East, Unit 103
Cornwall, ON
K6H 0C9

613.935.6254

Kemptville

292 County Road 44
Kemptville, ON
K0G 1J0

613.258.1997

Winchester

510 St. Lawrence Street, P.O. Box 518
Winchester, ON
K0C 2K0

613.774.2456