Growing your Wealth

Whether you are starting out, or have been working for a while, we can help you put together a Financial Plan to help you reach your goals. Canadians following a financial plan experience significantly higher levels of financial and emotional well-being. Regardless of your net-worth, we can show you strategies to build on what you have, with discipline and guidance from our CFP professional, your plan will be as unique as you are.

Investing and Saving

Whether you are a seasoned investor, or have just $25.00 a month to save, we will help you find a savings or investment product that will help you meet your short-term and long-term goals. Did you know that TFSAs are registered plans but the growth in the plan is not taxed?  Our Canadian and provincial governments assist us with other savings options. The government offers the Registered Retirement Saving Plan (RRSP).  A plan that you can deduct your contribution from your total income when calculating your taxes, up to prescribed limits.  Registered Education Savings Plans (RESP) provide up to 25% grant funds to a maximum amount.  Also, the Registered Disability Savings Plan (RDSP) and the government provides both grant funds and bonds up to certain limits. Non-Registered or OPEN policies are taxed when income in earned on an investment held within the plan.

Retirement Income

Planning for your retirement may be the difference between retiring and retiring well.  You have spent all this time saving your money, purchasing a home, investing for your future. There are many vehicles available to accumulate your wealth.  These may include stocks, mutual funds, GICs, segregated funds, annuities, and personal savings.  Then there are many plans to help you save for your retirement, such as RRSPs, TFSAs, RESPs and other savings vehicles. Your advisor can help you navigate all of the products and programs to maximize all of these assets, to your benefit. Working with an advisor and regular reviews, may help you to better understand your path to a rewarding retirement.  What is the gamma factor?

Banking Products

The right mortgage and bank account can help you reach your financial goals, including your dream of home ownership. An advisor can work with you to build your mortgage and bank account into your financial plan.


Solutions Banking™ All-in-One

Use home equity to streamline your banking
Regardless of your age or financial situation, All-in-One makes it easier for you to understand your finances including assets and debts.
Solutions Banking products and services are provided by National Bank of Canada, and are distributed by The Canada Life Assurance Company (Canada Life). Solutions Banking is a registered trademark of Power Financial Corporation, used under licence by National Bank of Canada and Canada Life.

What is All-in-One?
All-in-One is many things: it’s a savings account, chequing account, mortgage financing solution and line of credit. It can help you pay off loans quicker, pay less interest, simplify your banking and borrow money by using the equity in your home.

Solutions Banking products and services are provided by National Bank of Canada, and are offered through certain advisors only. Other bank products and services are provided by National Bank of Canada under its own name, and are provided through other advisors. For further information, ask your advisor.


Home ownership is challenging at any time, but attainable with some careful planning and sound advise.  Ask your advisor about different plans and how they can be used to purchase your first home, such as the Home Buyer’s Plan, RRSPs and TFSAs.  Whether you are buying your first home, renewing your mortgage or refinancing to take advantage of another great opportunity (a family cottage), we have mortgage specialists that we work with.  They can assist in arranging a mortgage, bridge financing or a line of credit.

Once you have this credit available, we can also help you protect your family’s future using different forms of insurance, in the case of death, disability for critical illness.

Brokerage Services

We work with specialists to provide the service that best fits your portfolio through Canada Life Securities Ltd.

  • Work with your advisor and a securities specialist
  • Get tailored advice
  • Create a comprehensive investment strategy

View Canada Life Securities Ltd.