Are you establishing your career, starting a family or saving for your children’s education?

Your financial security advisor can help you start out on the right foot.

• If you don’t have a lot of money to invest right now, start with what you have. Starting young is the best way to save for retirement. In addition to a personalized planning process, we have a variety of long-term savings products available, including segregated fund policies, mutual funds and tax-free savings accounts (distributed through Quadrus Investment Services Ltd.).
• Looking to save money for a new car, a house, or a vacation? We offer short-term savings products to help you reach your goals, such as money market based mutual funds (distributed through Quadrus) or segregated fund policies.
• Looking for a tax-free way to save your money? You can invest in a tax-free savings account (TFSA), (distributed through Quadrus Investment Services Ltd).
• Right now, your most valuable asset is your ability to earn an income. It’s important to protect your income in the event of disability, critical illness or premature death.
• If you have children, you may want to start a registered education savings plan (RESP) to take advantage of the government grants.
• Is your household balance sheet in the red? Solutions Banking lines of credit may help you consolidate your debt at a reduced interest rate, free up your cash flow and allow you to invest money for your future.