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Financial planning

Our team will advise you during the investment process. The first step is to define your objectives. Whether you invest in order to buy a house, retire or for other purposes, selecting the right investments must take into account your risk tolerance.

 

We choose the investment products based on the best ones that are available on the market.

 

Dealing Representative on behalf of Groupe Cloutier Investments Inc



 

Insurance
Investments
Other services

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What does this mean to our customers?

Here are different investment options*:

 

  • Tax Free Savings Account (TFSA)

  • Guaranteed Investment Certificate (GIC)

  • Locked-In Retirement Account (LIRA)

  • Mutual Fund

  • Life Income Fund (LIF)

  • Segregated Funds

  • Registered Retirement Income Fund (RRIF)

  • Multi-Strategy Investment (Guaranteed)

  • Registered Education Savings Plan (RESP)

  • Registered Retirement Savings Plan (RRSP)

  • Life Annuity

To better plan the future

*The content herein is not intended to replace specific professional advice. It is recommended that readers consult with their professional advisor(s) prior to making any investment or financial planning decision. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently, and past performance may not be repeated. All performance data represents past performance and is not indicative of future performance.

 

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