Achieving your goals and future projects depends on the actions you take today, as well as your discipline year after year. A good part of our life is dedicated to work, using our income to live, spend, repay our debts, save for the future, and our retirement. We don’t have the luxury of time, and we must be smart and act wisely. The success of our investment plan relies on the following steps:

  • Invest Early: By starting your investments early and maintaining them over the long term, you allow compound interest to gradually grow. This is the snowball effect of compound interest.
  • Invest Regularly: When you invest regularly, you don’t need to time the market perfectly. By investing a fixed amount at regular intervals, you buy more shares when prices are low and fewer when prices are high, which helps lower the average cost of your investments over the long term.
  • Invest Sufficiently: It is essential to understand how much you should set aside now to create an investment portfolio that aligns with your goals.
  • Diversify Your Portfolio: Diversify across asset classes, regions, and industries to minimize risk and maximize the chances of stable long-term returns.

We have assisted numerous families and entrepreneurs in constructing a portfolio resilient to market fluctuations. With our effective strategies, you can achieve your goals much faster and more securely.

  • RRSP (Registered Retirement Savings Plan)
  • TFSA (Tax-Free Savings Account)
  • RESP (Registered Education Savings Plan)
  • RDSP (Registered Disability Savings Plan)
  • LIRA (Locked-In Retirement Account)
  • RRIF (Registered Retirement Income Fund)
  • LIF (Life Income Fund)
  • Locked-In RRSP
  • RRSP Loan
  • Investment Loan
  • RESP Loan
  • Non-Registered Account
  • High-Interest Savings Account
  • Guaranteed Interest Funds
  • Daily Interest Funds
  • Corporate Investment Account
  • Investment Account for Management Companies
  • High-Yield Corporate Cash Account
  • Emergency Fund
  • Annuities: Life Annuity and Certain Annuity
  • Employee Retirement Plan

These insurance and investment products are offered through Industrial Alliance, Insurance and Financial Services Inc.