INDIVIDUAL SERVICES - INVESTMENTS
The goal of investing is to secure an individual's or family's financial protection and increase their personal wealth.
It involves analyzing the individual's or family's current assets, risk tolerance, goals, and taxation by a qualified financial planner to arrive at the optimum mix and quality of investments.
We ask appropriate questions of you and provide a transparent discussion on items such as fees and investment composition,
What types of investment accounts are available?
· Registered Retirement Savings Plan (RRSP)
· Registered Retirement Income Fund (RRIF)
· Registered Education Savings Plan (RESP)
· Tax-Free Savings Account (TFSA)
· Locked-In Retirement Account (LIRA)
· Open (non-tax registered) Account
Mutual funds, exempt market products and/or exchange traded funds are offered through
Investia Financial Services Inc.
©2022 ARMEL AND ASSOCIATES INC. ALL RIGHTS RESERVED.
It involves analyzing the individual's or family's current assets, risk tolerance, goals, and taxation by a qualified financial planner to arrive at the optimum mix and quality of investments.
We ask appropriate questions of you and provide a transparent discussion on items such as fees and investment composition,
What types of investment accounts are available?
· Registered Retirement Savings Plan (RRSP)
· Registered Retirement Income Fund (RRIF)
· Registered Education Savings Plan (RESP)
· Tax-Free Savings Account (TFSA)
· Locked-In Retirement Account (LIRA)
· Open (non-tax registered) Account
Mutual funds, exempt market products and/or exchange traded funds are offered through
Investia Financial Services Inc.
©2022 ARMEL AND ASSOCIATES INC. ALL RIGHTS RESERVED.