Full Service Investment & Savings Portfolio

Tax Free Savings Accounts (TFSAs)

Tax-Fee Savings Accounts (TFSA) were introduced by the federal government to encourage people to save, tax-free. TFSAs are allowed to grow tax-free and are available in a variety of different types to suit your needs. More

Registered Retirement Savings Plans (RRSPs)

Registered Retirement Savings Plans (RRSPs) were created by the federal government to encourage people to save for retirement with excellent tax saving advantages. More

Registered Retirement Income Funds (Retirement Income Options)

A retirement income fund (RRIF) makes the most sense for people after they retire - providing a consistent, reliable source of income from your many years of saving and investing. More

Registered Education Savings Plans (RESPs)

A registered investment account to save for your child's education, which can grow considerably due to government grants and other benefits. More

Non-Registered Investments & Savings

Non-registered simply means the investment does not receive the tax benefits of registered plans. That also means they don't have the same restrictions. More

Mutual Funds*

Mutual funds are a popular way to invest because you can choose your own style of investing - aggressive or conservative, local or foreign, short-term or long-term. More

Full-Service Brokerage*

For a powerful and well-diversified investment plan, you’ve come to the right place. More

*Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds are offered through Credential Asset Management Inc.