Savings & Retirement

Saving for the future is the cornerstone of a solid financial plan.  But where do you start?  There are many investments and savings products and strategies to choose from.  We will take the time to sit down with you and discuss your personal circumstances and design a plan with you to reach your savings and retirement goals.

Read more about Investments

Read more about Retirement

Read more about Education

How we can help

  • Provide a second opinion on your existing investment or retirement portfolio
  • Investment options for proceeds from the sale of a business, real-estate or farm quota
  • Develop a savings plan for a home purchase, wedding or birth of a child
  • Guidance on investing a severance, commuted pension or bonus from an employer
  • Design a conservative portfolio to invest an inheritance
  • Tailor a portfolio to provide tax efficient income for retirement
  • Provide advice to those just starting a career and saving for retirement
  • Setup of Group RRSPs for employers

Investments we offer

  • Mutual Funds
  • Investments with guarantees (insured investments)*
  • Exchange Traded Funds (ETFs)
  • High Interest Savings Accounts
  • Guaranteed Investment Certificates (GICs)
  • Tax-efficient corporate class investments
  • Socially Responsible Investments (SRI)

*Note: insured investments not necessarily offered through Keybase Financial Group