Soulliere Financial Group
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Phone (519) 258-7676•Toll Free: 1-800-501-0806

Investment Planning

Discussing your current investment portfolio and defining your financial goals are the first steps in developing an individual investment profile. Soulliere Financial Group can assist you in this process.

We offer a variety of investment options and opportunities to suit both your long and short-term goals. Often these are accompanied by tax deferral and creditor protection, and include:

  • Protected Investment Funds
  • Registered Retirement Savings Plans (RRSPs)
  • Mutual Funds
  • Leveraged Investments
  • Registered Retirement Income Funds (RRIFs)
  • Non-registered Investments
  • Individual Pension Plans (IPP’s)
  • Insured Retirement Programs ®
  • Annuities
  • Guaranteed Investment Certificates (GICs)
  • Advantage Account
  • Debt Management Tool

Our team of professionals will provide you with comprehensive, understandable reports of your investment choices on a consistent basis.



Disclaimer: The Advantage Account and Business Advantage Account are offered through Manulife Bank. Manulife and the block design are trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Bank of Canada.

® Insured Retirement Program is a registered trademarks of the Manufacturers Life Insurance Company.