On Your Terms
Your investing style matters to us. That’s why we provide a full range of products and options to let you do it yourself or with some help from our experts. We have easy advice to make your hard-earned money, work harder for you.
Our Investment Specialists are friendly and informed with the professional expertise to make the complex - simple. We care about your needs and will build a plan for your circumstances (not ours).
What will I learn?
- The value of a plan
- Tips for growing your savings
- How to build a budget, and stick with it
- What to do about debt
- How to be retirement ready
- Home buying
With a simple conversation, we'll help you build a plan to accomplish your goals, big and small. Talk to us.
Plenty of Options.
Whether it's tax sheltered RRSP's for your retirement savings or taking advantage of the First Time Home Buyers Plan, RESPs for your children's education or a Tax Free Savings Account to build your savings, we have a full range of investment options including Mutual Funds* and Guaranteed Investment Certificates (GICs). Licensed professionals are available to answer all of your questions and to help you meet your investment goals.
It is never to early to start thinking about your future whether or not it be short term plans like buying a home, long term goals such as planning for your child's education or thinking about retirement. We are here to help you every step of the way.
*Mutual funds are offered through Credential Asset Management Inc.
Managing Your Risk
Not only do you have access to expert advice when you need it, your deposits are protected by the Financial Services Regulatory Authority of Ontario (FSRA) up to $250,000* and unlimited coverage for all registered deposits (RRSPs, RRIFs, TFSAs).
What is the best investment option for you?
Consider all of your future life plans, how much you would like to save for retirement and any life events that may occur where you may need to access investments before hand such as first time home buyers.