Our registered savings plans can help you pay less tax and build a savings fund.

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Everyone has different wants and needs for their future.
​Our registered savings plan options can be part of the right financial plan for you.

​Tax-Free Savings Account (TFSA)

Any investment income and capital gains earned in a TFSA are not taxed and your savings can be withdrawn at any time and always tax-free.

Retirement Savings Plan (RRSP)

Your annual contributions are tax deductible and can reduce the amount of income tax you pay.

Education Savings (RESP)

Your earnings grow tax-free until your child enrolls in a qualifying post-secondary program.

Retirement Income Fund (RRIF)

Turn your retirement savings into a controlled income. You decide how much and how often to withdraw while the remaining savings continue to grow sheltered from the tax.

Disability Savings Plan (RDSP)

Save for long-term financial security with federal government grants and bonds and still keep your provincial disability benefits.


Do you need a personal trainer to get fit? Not necessarily. But a personal trainer does bring a wealth of experience, knowledge and training to provide you with a customized plan for your needs that you just can't get from a YouTube video.

The same goes with our investment advisors. So book an appointment with one of our advisors and let us help take your financial plan to the next level.

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Use our handy calculators to help you plan

Retirement Planner

Determine the amount you need to save to retire your way. By flagging any shortfalls or surpluses early, you’ll be able to adjust your retirement plan accordingly.​

TFSA Calculator

Find out just how much you can be saving by investing in a TFSA. This calculator shows you the benefits of growing your savings in a tax-sheltered account. 

RESP Calculator

Build a long-term plan to save for your children's education. Use this calculator to develop your education savings plan and set up your children for success.

RRIF Calculator

With this calculator, calculate how long your RRIF will last, your minimum withdrawals, as well as your payment options based on the length of your investments.


Start 2020 right by locking in a guaranteed rate with great returns. Short and longer term investment options available.

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Everything is easier with a little help.

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