What we offer

We offer the following services to our clients on Vancouver Island

Full service investment accounts, including:

  •  Income Investment Accounts for tax friendly monthly income 

  •  Tax Free Savings Accounts ( TFSA )

  •  Retirement Income Funds ( RRIF )

  •  Registered Retirement Savings Plan ( RRSP )

  •  Pension Rollovers

  •  Individual Pension Plans ( IPP )

  •  Stocks, Bonds, GICs, Mutual funds, Closed-End Funds, ETFs, New Issues, Private Placements, Limited Partnerships and
     Flow Through Shares

  •  Separately Managed Accounts – Managed by some of the top investment managers in Canada

  •  Suitable for investors with $300,000 or more available for investment

  •  Accounts are available on a commission or a fee basis.

 

Retirement and Financial Planning

  •  Certified Financial Planner and Professional Financial Planner on staff.

Insurance Services:

  •  Annuities

  •  Whole Life

  •  Universal Life

Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC and PEI. Additional administrative support and policy management are provided by PPI Partners.