SECURE YOUR RETIREMENT INCOME
YOUR GUIDE TO SAFE  FINANCIAL STRATEGIES THAT WORK TO PROVIDE  FINANCIAL SECURITY AND PEACE OF MIND

      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
     

  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**

 

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.


Brian Lepicq


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