Financial planning
It is more than growing your investments. We take into account all areas of your financial picture and help you organize your cashflow and expenses so you can maximize your retirement, prepare for unexpected events, plan for major purchases, share your wealth, and reduce the tax you pay along the way.
Financial products
- Separately Managed Accounts
- Exchange Traded Funds (ETFs)
- Investment Pools
- RRSP
- RIF
- PRIF
- RESP
- Registered Disability Savings plans
- LIRA
- LIF
- TFSA
- FHSA (First Homes Savings Account)
- Non registered (Canadian and US)
- Guaranteed Income Funds
- Annuities
- High Interest savings accounts
- Guaranteed Investment Certificates (GIC)
All of our clients’ assets are managed by professional portfolio managers whose main focus is to build strong diversified portfolios that meet our client’s risk tolerance, time frames and personal financial goals. All investments are held with a trustee and guaranteed under the CIPF.
PORTFOLIO MANAGEMENT BY:
BCV Asset Management Inc.
Kinsted Wealth
Harness Investment Management
Modern Advisor
Life insurance
Disability
Critical Ilness
Long term care
Home Care Assistance
Self-directed investing
Confidently buy & sell stocks, bonds, ETFs and mutual funds with low trading fees. It should be easy to find the tools and information you need to invest with confidence. That’s how you Write Your Own Future. That’s what it’s like investing with Qtrade.
Bring us your dreams and plans for the future. We’ll provide information, tools and a platform to help put your plans in action.
136-99 SCURFIELD BLVD.
WINNPEG, MB R3Y 1Y1
Call: 204-272-6263
Toll free: 1-800-344-7954
Email: info@fswpartners.ca
Get in touch