Whatever your savings goal, we can get you on track for success now!

Take advantage of our RRSP or Tax-Free 12-month non-redeemable term deposit

2.25%

The deadline for making an RRSP contribution for the 2017 tax year is March 1, 2018.

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Why Start Now?

The sooner you start, the more time you have to save. We’ve highlighted just some of the savings goals you might have below. Check them out, to understand what you might need to consider when setting your goals.

Saving for an emergency

Financial surprises can occur at any time, such as car troubles, home repairs or even job loss. 1% of the purchase price of your home should be set aside each year, for ongoing maintenance and repairs.

Saving for your growing family

Your child can earn up to $7,200 in government grant money. The earlier you start an RESP, the longer you have to take advantage of the compounding interest.

Saving for an adventure

The average cost of a vacation for a family of 4 is about $4,500. Having a dedicated savings plan will help you enjoy some fun in the sun, worry free.

Saving for retirement

Canadian retirees spend, on average, $2,400/month. A good retirement plan will ensure that you can financially maintain your living costs during retirement.

How Can We Help ?

We provide you with financial experts who will build you a customized plan so you maximize your savings and achieve your goals. We have the tools to get you started:

Registered Retirement Savings Plans will help you plan for your future retirement. We know it might seem far away, but that’s why just a small contribution now, can make a big difference later. Plus, your contributions are tax-deductible and your investment earnings are tax-deferred, so you’ll benefit immediately. Read More
A Tax-Free Savings Account is a great way to save for school, a new car, or for travelling. Investment income earned is not taxed and you can withdraw funds at any time, for any purpose. Our financial experts will take the time to help you understand your options, in order to select the solution that is right for you.
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A Registered Education Savings Plan (RESP) helps you save for your child's post-secondary education. An RESP is a tax-sheltered plan, which means the income you make on investments in an RESP is tax-free while it stays in the plan. Plus, when you put money in an RESP, the government matches part of your contribution with a grant.
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Suite 1900 - 13450 102 Avenue, Surrey BC V3T 5Y1