You have dreams. We can help you get there. Don’t stop at dreaming, let’s invest in your future.

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Book an appointment with one of our staff, and we’ll help you match the best investment plan to your goals. Easy.

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If you have questions or are ready to have one of our financial experts open an RRSP, TFSA or ILTD for you now, call us or click the button below.

Give us a call

Take advantage of tax-free money growth with your Tax-Free Savings Account (TFSA). Contribute up to $6,000 in 2020.

Guarantee your initial investment with an Index-Linked Term Deposit (ILTD). Open up to high stock market returns.

Retire in style or save on taxes? Get both when you invest in a Registered Retirement Savings Plan (RRSP) before March 2.

Whatever you contribute to your RRSP is tax deductible and grows tax sheltered. Whether you’d like to summer at home and winter in Maui, or however else you envision your retirement, our knowledgeable staff can help you get there.

Why you should have an RRSP

• Reduce your taxable income
• Defer tax while growing investments
• Max out contribution in partner’s RRSP
• Use RRSP to make most of
  government programs
  

Invest today. Bask tomorrow.

Contribution deadline March 2

Growing your money is amazing. Growing your money tax free is even better.  Whether you’re earning interest or a dividend, or the value of a mutual fund* goes up, whatever you earn within your TFSA is yours, all yours.

• Pay no tax on investment or earnings
• Contribute up to $6,000 in 2020
• Pay no tax on withdrawals
• Re-contribute what you
  withdraw anytime
  

Why you should have a TFSA

Invest today. Freedom tomorrow. 

They offer protection on your initial investment while providing the full-fledged potential of higher stock market returns. Whether you’re saving for a dream home or dream vacation, our staff can explain how an ILTD can get you there.

Why you should have an ILTD

• Initial investment is 100% guaranteed**
• Potential for higher returns
• Pay no fees or commission
• Flexibility of 3-year or 5-year term
• Do well by doing good. Ask about our Responsible Investing ILTD options
  

Invest today. Unlock tomorrow.

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*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.
**Deposits are 100% guaranteed. Protection provided by the Credit Union Deposit Insurance Corporation of British Columbia.