WHY SHOULD I SAVE?

1. Protection Against the Unforeseen & Uncontrollable
2. Risk of Inflation Depleting Savings
3. Decreased Government Pensions
4. Assist in Acquiring and Growing Assets
5. Supplement Other Sources of Income
   

WHAT TYPE OF INVESTMENTS ARE AVAILABLE?

1. GICS
   
2. BONDS
   
3. SEGREGATED FUNDS
   
4. MUTUAL FUNDS
   
5. LABOUR SPONSORED FUNDS
   
6. RRSPs, GROUP RRSPs
   
7. RESPs
8. UNIVERSAL LIFE
   

WHAT ASPECTS OF INVESTMENT PLANNING CAN AN INVESTMENT PROFESSIONAL ASSIST ME WITH?

1. Setting Objectives: helping you and your family decide on your investment objectives and ranking them in order of importance
   
2. Setting Goals - financial, lifestyle, business, personal
   
3. Optimize Tax Situation: consider various alternatives and their tax implications now and in the future
   
4. Help you Gauge your Risk Level - help you determine your risk tolerance and select investments within your comfort level both financially and emotionally
   
5. Provide Additional Resources - provide access to diverse investment vehicles and comprehensive investment and tax knowledge
   
6. Monitoring - periodically review investments to monitor their progress and if they are still meeting your needs, also changing investments during different stages of your life as your needs and goals change
   

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