Weal.th Man.age.ment

/welTH ˈMAN-ij-muhnt/

Assisting with effectively managing all financial assets. When it comes to investment needs choose from five distinct portfolios, each tailored to different risk appetites and investment goals

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Products We Offer

RRSP

RESP

TFSA

Five Investing Portfolio

Conservative

4-5 % Returns*

For individuals seeking a reliable and sustainable source of income within a 2-3 year timeframe or during their retirement years.

Advanced

7-8% Returns*

For individuals with a long-term plan of 8-9 years with finanical stability of 20 years of income

Moderate

5-6% Returns*

For individuals looking for capital within the next 3-5 years or who are approaching their retirement phase

Equity

8-9% Returns*

The portfolio that appeals to individuals with a long-term outlook. This includes: For young individuals aiming for maximum returns with minimal monthly contributions and high-income earners looking to diversify their investment portfolio

Balanced

6-7% Returns*

For individuals seeking a medium-term investment horizon ranging from 5 to 7 years, you don't have much experience, and want to avoid the ups and downs of the stock market.