Investments

Grow Your Wealth With Confidence

Strategic investment solutions designed to help you reach your financial goals — whether it's retirement, education, or building generational wealth.

Our Approach

Disciplined, Long-Term Investing

I believe in a disciplined, diversified approach to investing. Markets fluctuate, but a well-constructed portfolio aligned to your risk tolerance and time horizon can weather any storm and compound wealth over time.

I work with leading Canadian fund companies and insurance carriers to build portfolios that balance growth potential with downside protection.

  • Personalized risk assessment and asset allocation
  • Regular portfolio rebalancing
  • Tax-efficient investment strategies
  • Quarterly reviews and performance reporting
Wealth Growth and Investment
Investment Products

Solutions for Every Goal

🏦

RRSP — Registered Retirement Savings Plan

Tax-deductible contributions that grow tax-deferred until retirement. Reduce your current tax bill while building a retirement nest egg.

  • Contributions reduce taxable income
  • Tax-deferred compound growth
  • Spousal RRSP options available
  • Home Buyers' Plan (HBP) eligible
💎

TFSA — Tax-Free Savings Account

Contribute after-tax dollars and enjoy completely tax-free growth and withdrawals. The ultimate flexible savings and investment vehicle.

  • Tax-free investment growth
  • Tax-free withdrawals anytime
  • Unused room carries forward
  • Doesn't affect government benefits
🎓

RESP — Registered Education Savings Plan

Save for your child's post-secondary education with government grants of up to 20% on contributions. Start early and let compounding do the work.

  • Canada Education Savings Grant (CESG)
  • Up to $7,200 in lifetime grants
  • Tax-deferred growth
  • Family and individual plan options
🔒

Segregated Funds

Insurance-based investment products offering market participation with maturity and death benefit guarantees. Built-in creditor protection for business owners.

  • 75% or 100% maturity guarantees
  • Death benefit guarantees for estate planning
  • Potential creditor protection
  • Bypass probate with named beneficiary
📊

GICs & Fixed Income

Guaranteed Investment Certificates and fixed-income solutions for conservative investors seeking predictable returns with capital preservation.

  • Guaranteed principal and interest
  • Terms from 1 to 5 years
  • CDIC insured options
  • Laddering strategies available
🌐

Mutual Funds

Professionally managed, diversified portfolios spanning Canadian, US, and international equities, bonds, and balanced strategies.

  • Broad diversification
  • Professional fund management
  • Low minimum investments
  • Systematic investment plans (SIPs)
Investment Tool

ROI Calculator

Project your potential investment returns. Adjust the values below to see how your money could grow over time.

Your Investment Details

Projected Results

Total Invested $130,000
Total Returns $130,432
Future Value $260,432
💰 Principal & Contributions 📈 Investment Returns
50% 50%

* This calculator provides estimates for illustrative purposes only. Actual returns may vary based on market conditions, fees, and other factors. This is not financial advice. Please contact me for personalized guidance.

Start Building Your Future Today

Let's create a personalized investment strategy aligned with your goals and risk tolerance.

Book an Investment Review 📞 (647) 928-6742