Mortgage TechSavings & Investments

Life is expensive

Do you have a nest egg?

If you just purchased a home, you're like no stranger to a savings strategy. You probably saved for years prior to purchasing your first home! Now that you're a homeowner, it's time to start thinking long term again. Ask yourself a few questions:

  • Do you have a rainy day fund?
  • Have you ever done a budget?
  • Do you have savings for home maintenance & repairs?
  • Have you maximize your TFSA?
  • Do you lower your taxes by taking advantage of RRSP Contributions?
  • Have you started saving for retirement?
  • Have you started an RESP for your kids?

We've partnered with BMI Advisory Services Ltd. to offer our clients the best advice on savings & investments. There's no better time to stay, inquire today!

 

Registered Investments

A registered investment account offers tax advantages that can help you save for the future & start building your wealth. Within these accounts you’ll find investment strategies, such as GIC’s, mutual funds, etc. It’s important to have a mixed portfolio for short & long term savings goals. 

TFSA

Tax Free Savings Accounts

RRSP

Registered Retirement Savings Plan

RESP

Registered Education Savings Plan

RRIF

Registered Retired Income Fund

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