Mutual funds

Mutual funds allow you to pool your savings with other individuals in a portfolio of investments managed by professional money managers. Because of the large amount of money in the pool, mutual funds can diversify your portfolio more widely than you may be able to do when investing on your own.

Through Quadrus Investment Services Ltd., I have access to Canada Life Mutual Funds and Canada Life Pathways funds.

Segregated fund policies

Segregated fund policies pool money from many individuals that’s invested in a variety of investments by professional fund managers. What makes segregated fund policies unique is that they offer valuable protection features available only through insurance companies.

Segregated fund policies offer many benefits to help you reach your retirement and investment goals. These policies can provide potential growth and flexibility for your retirement income portfolio. Certain London Life segregated fund policies (excluding preferred series) can be part of the HelloLife retirement income program.

I can help you find the right combination of segregated funds to suit your risk tolerance, investment knowledge, investment time horizon and investment objectives.

RRSP and RESPs

Contributing to a Registered retirement savings plan (RRSP) is still one of the most popular ways to save for your retirement. Contributions are tax deductible and taxes are deferred until you withdraw your money.

Registered education savings plans (RESPs) offer an effective way to maximize the money available to your children or grandchildren when they enrol in a full-time post-secondary program. And anyone – parents, grandparents, other family members and friends – can open an RESP for a child. As the cost of post-secondary education continues to rise, it’s becoming even more important to start saving early for their future education.