Retirement and Investment Planning

Retirement and Investment Planning

With our assistance, you’ll discover a wide range of products and services to help you reach your financial security goals.

Whether it’s saving for your child’s education, planning a vacation, building a nest egg for retirement, investing in a small business or managing your finances during retirement, we can help you create an investment portfolio that’s tailored to your needs.

Segregated Fund Policies

Segregated fund policies offer a long-term investment with death benefit and maturity guarantees. These guarantees are options within an insurance policy, other benefits are that the assets bypass the estate and potential probate fees, and go directly to your named beneficiaries.

Mutual Funds

Our preferred mutual fund dealer, Quadrus Investment Services Ltd., gives you access to mutual funds—a long-term investment solution.

Registered Education Savings Plans (RESPs)

Consider saving for your child or grandchild’s education with an RESP. When you contribute to this type of registered plan, the federal government provides a grant to help you reach your goals faster.

Registered Retirement Savings Plans (RRSPs)

Contributing to an RRSP is still one of the most popular and tax-effective ways of saving for your retirement. Your financial security advisor and investment representative has the tools to help you build a portfolio so that you can meet your retirement goals.

Tax-Free Savings Account (TFSA)

The TFSA, a type of investment account, allows you to earn investment income and generate capital gains from eligible investments tax-free.

Registered Retirement Income Funds (RRIFs)

You’ve saved for your retirement and now you need an income. We provide the options you need for your retirement lifestyle.

Guaranteed Interest Options and Payout Annuities

To help you reach your financial security goals, we offer a wide range of products and services, including secure options such as guaranteed interest options and payout annuities. Guaranteed interest options protect your principal. Payout annuities guarantee your income.

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The information on this website is intended for residents of Alberta only.

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