Investments & Savings
Build toward your goals with registered accounts (TFSA, RRSP, RESP, FHSA) and investment options matched to your horizon and comfort with risk.
Who it’s for
- New savers and experienced investors
- Families planning education and retirement
- Professionals optimizing tax-advantaged accounts
- Anyone seeking a calmer, long-term approach
Benefits
Low-effort setup with clear next steps
Aligned to your timeline and tolerance for risk
Registered account guidance (TFSA, RRSP, RESP, FHSA)
Starter
Auto-contributions, conservative mix, 3–5 year goals.
Balanced
Diversified mix for medium horizons with periodic reviews.
Long-term
Growth focus for retirement and multi-decade goals.
We begin with a short call to understand your goals and accounts you already have. Then we outline simple options.
Yes. We can review current accounts and map transfers where it makes sense, without pressure.
No. This is not an offering of self-directed trading accounts.
Not an offering of self-directed trading accounts.