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OUR SERVICES

Proper finances are 95% values & 5% math. 

Investments

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What ever your destination, we have the investment options that are right for you
Investment Products*
  • Segregated Funds

  • Mutual Funds**

  • Annuities

  • High Net Worth

  • GIC/GIA

  • ETF Strategies

  • Socially Responsible Investments

  • RRSP Lending

  • Investment Lending

Investment Accounts
  • RRSP/RRIF

  • TFSA

  • LIRA/LRIF/LRSP/LIF

  • RESP

  • RDSP***

  • Non-Registered accounts

Our diversification of investment options enable us to use strategies and make recommendations that fit your personal values, providing you with the level of security and tax efficiency you are looking for, 

 

We call this the SLEEP FACTOR.

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Investments*

Not all agents are licensed for all products available.  To ensure the best level of service, a second agent may be brought in to provide certain services.

** Mutual Funds are only provided by a MF Registered Agent with Carte Wealth Management.

*** RDSP accounts are only only available through a mutual fund advisor

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