As an Investment Advisor with Research Capital, I am able to provide my clients with a full range of investment products and services.
For those who are seeking investment advice, I can offer products that range from strictly income producing investments to those with a focus on long term capital appreciation. This encompasses investments such as Treasury bills, Government and/or Provincial bonds, preferred shares and income trust for those seeking income. To a wide array of mutual funds, closed end funds, and equities both, Canadian and internationally based, for long term capital appreciation.
To help address your Retirement needs I am able to offer Registered Retirement Savings Plans (RRSP), Registered Retirement Income Funds(RRIF), Life Income Funds (LIF), and Tax Free Savings Plans. These Tax Deferral plans greatly assist clients in managing their income taxes.
Should Estate planning be your focus I am able to provide a wide array of insurance vehicles to assist you in this area. From segregated investment funds to annuities to critical care insurance to term and whole life insurance. All geared specifically to protecting you and your family from unexpected perils.