Wealth Management
Investing
Let's set you up for the future.
Think you need a fortune to start investing? Think again. We can help you build a plan, no matter your current income, and make your money work harder for you.
We help you balance your risk and reward.
While cash is essential for some things, it shouldn’t be your only financial strategy. A balanced approach that includes investing can help you grow your wealth, keep up with inflation, and achieve your financial goals. To start investing, there are some things you need to know:
What are your financial goals?
Are you saving for retirement, a down payment on a house, your children's education, or something else entirely? Your goals will determine your investment timeline and the level of risk you should take.
What's your risk tolerance?
Some investments are riskier than others, but they also have the potential for higher returns. Understanding your risk tolerance will help you choose investments that are right for you.
What are the basics?
Know the basics of investing? What's compounding interest? What's diversification? TFSAs, RRSPs, FHSAs? We'll help you learn them all.
Save money, tax free in a TFSA.
Maximize your savings with the Tax-Free Savings Account (TFSA). *Contribute regularly and watch your money grow tax-free. Plus, you can withdraw funds anytime without paying taxes. It’s your ultimate tool for financial flexibility!
Contributions are subject to limits annually. As of 2025, the government mandate for TFSA contribution limit is $7,000.
Save on taxes, build your retirement in an RRSP.
With a Registered Retirement Savings Plan (RRSP), you can reduce your taxable income today while saving for retirement. Grow your investments tax-deferred, and when it’s time to withdraw, you may pay a lower tax rate. It’s retirement savings, with a tax break bonus!
Give your kids a headstarts with an RESP.
Start saving for your child’s education with a Registered Education Savings Plan (RESP). The government pitches in through the Canada Education Savings Grant (CESG), helping you save for school while they pay the taxes when they use it. A smart investment in their future!
