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Investments
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.
Our team of professionals will provide you with comprehensive, understandable reports of your investment choices on a consistent basis.
Protected Investments
Segregated funds, unlike mutual funds, are insurance contracts and are governed by the Insurance Act. This allows them to offer additional guarantees and benefits.
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Mutual Funds
A mutual fund is a group of stocks, bonds and other investments owned by a large number of investors and managed by a professional investment company.
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Leveraged Investments
Investment leverage is borrowing money to purchase investments.
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Non-registered Investments
Non-registered investments are also ideal for investments outside of your RRSP and RRIF.
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Annuities
A annuity is like a mortgage in reverse. Instead of a person borrowing money, they invest money with a financial institution which then makes regular income payments back to the client that contain both interest and principal.
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GIC's
GICs provide you with key benefits: * a solid foundation for your investment portfolio – reducing overall portfolio risk and providing you with more consistent returns...
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Estate Bonds
Would you like to give more to your family and less to the government?
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Individual
Investments
Protected Investments