While saving is a crucial step in any successful wealth management strategy, growing your savings is the key to financial success. We are ready to customize a comprehensive investment portfolio for you, taking into account your objectives, risk tolerance, and time horizon.
Depending on your financial goals, I will work with you to establish a suitable portfolio consisting of the following products.
A Registered Education Savings Plan (RESP) is a tax-deferred investment plan designed to assist you in saving for your child’s or grandchild’s post-secondary education. Unlike an RRSP, your contributions to the plan can’t be used to reduce earned income for tax purposes; they are, however, allowed to grow on a tax-deferred basis within the plan. The earnings are taxable in the hands of the beneficiary (the student, who’s usually in a lower tax bracket) when withdrawn.