MUTUAL FUNDS

MUTUAL FUNDS IN YOUR FUTURE
Offering you the best financial protection for your assets is our first priority.

Mutual funds are among the most popular forms of investment, especially for retirement planning.

Did you know we can also help you build your financial assets?
As an investment advisor registered with the AMF* (Autorité des marchés financiers), Lynn Eyton-Jones, our President, can help you define your financial goals for retirement and design an investment program that helps you meet those goals.

To discuss your investment needs and strategies, call Lynn today.

RRSPs

RRSPs ARE REALLY, REALLY SPECIAL PLANS

The great double advantage of Registered Retirement Savings Plans is that they are both an effective way to save for your retirement, and an excellent means for sheltering your investments from income taxes.

Meet your goals and manage your risk
As an investment advisor registered with the AMF* (Autorité des marchés financiers), Lynn Eyton-Jones, our President, can assist you in determining your needs and providing you with the most suitable financial products to meet your goals and comfort with risk.

Time to build your future!

RESPs

PREPARING THE PATH TO YOUR CHILDREN'S FUTURE
Providing your children with the financial means to pursue their post-secondary education is one of the best gifts you can give them.

A Registered Education Savings Plan is a means to save for a child’s educational future while deferring taxes on the earnings and taking advantage of the federal government’s complementary contribution.

There are various options to choose from. As an investment advisor registered with the AMF* (Autorité des marchés financiers), Lynn Eyton-Jones, our President, will discuss your goals for your children and help guide you to the financial products that work best for you.

We're are there to help you build their future!

GICs

SECURITY AND SAFETY, GUARANTEED
All that you invest in a Guaranteed Investment Certificate is secure.

Multiple Options:
Your investment earns interest at either a fixed or variable rate, or based on a pre‐determined formula.

As an investment advisor registered with the AMF* (Autorité des marchés financiers), Lynn Eyton-Jones, our President, will help you choose the option best suited for your goals. With Lynn, no one size fits all. Your short and long term goals will dictate her recommendations.

She's got your back!

TFSAs

DID YOU SAY "TAX FREE" ?

Want to protect your savings or investments from taxation? A Tax-Free Savings Account offers you a flexible, registered vehicle for doing just that.

Many Canadians don’t take full advantage of this great option to help meet their lifetime savings goals. Don't be among them.

As an investment advisor registered with the AMF* (Autorité des marchés financiers), Lynn Eyton-Jones, our President, can help you decide how this option can work for you.

We've got your back!