Types of Investments

Make the most of your money.

Here are some great offers to consider for your RRSP, TFSA, or other investment accounts.

Choose me if you’re not sure what to invest in yet but want to get your contributions in for the tax year.

For a limited time, earn 5.00% on new registered deposits.*

No monthly fee or minimum balance
Eligible with TFSA, RRSP or RRIF
For new personal deposits only
For current members: Get this offer by calling 1-877-709-6925. If you already have a Jumpstart™ High Interest Savings Account, you’ll need to open a new one.

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Choose me if you want to lock in a great rate for up to 5 years.

Low risk investing with competitive rates and guaranteed returns.

Eligible with RRSP, TFSA, RRIF, RDSP, RESP, and non-registered investment accounts
For a limited time, you can also invest in Planet-Wise™ Index-Linked Term Deposits
Deposits are 100% guaranteed by CUDIC

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Choose me if you want personalized financial advice and long-term investments that align with your values.

Get a bonus of $150 to $3,000*

Start investments of $5,000 or more for your bonus
Choose profitable investments that look out for humanity
Fit for any investor, no matter your portfolio size

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Say no to FOMO.

Word on the street is, a lot of people invest without knowing if they're doing it right. That's why we're here. Our team of professionals provide free advice on all kinds of financial questions, including:

How much should I be saving?

What should I invest in?

What’s the financial outlook for 2024?

What does “financial outlook” mean anyway?

Does it make sense to take out a RRSP Loan to make my contribution?

Sell a property or earn high returns this year?

Here’s a trick: depending on your circumstance, you may be able to offset some of your capital gains by maxing out your RRSP. (For example if you sold a non-primary residence property this year.)

If you don’t have enough money to max it out, but you want the tax benefits, talk to us about getting an RRSP loan.

Investments

Saving more for your future is an easy call.

Make the most of your money.

High-interest savings

Term deposit offers

Socially responsible investments

RRSP vs TFSA.

RRSP cheat sheet.

9 RRSP hacks.

Beginner’s guide to investing.

What’s an RRSP?

What’s a TFSA?

Book a free consultation.

Say no to FOMO.

Sell a property or earn high returns this year?