PRODUCTS AND SOLUTIONS
We offer individuals the opportunity to invest in :
- all highly rated and top performing actively managed investment funds including bank owned funds
- ETF mutual funds
- GICs
- exempt securities (private equity)
- annuities
- segregated funds
- life insurance
- accident and sickness insurance
- tax efficient investments**
- RRSPs, RRIFs, LRSPs, LIFs, TFSAs, RDSPs, RESPs
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We offer advice and solutions in :
- retirement income strategies
- pension benefits planning and transfers
- investment management
- portfolio optimization
- cash flow planning
- debt reduction strategies
- asset and income protection
- estate planning
- tax-efficient investment strategies**
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All mutual fund and approved exempt securities are provided by Portfolio Strategies Corporation. All other products and services are provided by Brian Lepicq.
** Please review with a tax professional as individual situations may vary. |