Investment Services and Investment Accounts
Investment Services
Depending on your financial goals, you may need several investment services. Each of the investment services that I offer leads to a plan to help you achieve your financial goals. I will help you identify which investment services are relevant to your current needs.
List of investment services:
- Personal financial assessment
- Retirement plans
- Children education plans
- Income replacement plans
- Investment plans
- Systematic monthly investment services
- Risk analysis
- Protection plans
- Estate plans
- Debt planning and analysis
Investment services are part of the investment process. There are
no additional fees for these investment services.
Investment Accounts
Depending on your defined financial goals, you may need one or more of the following investment accounts. I will help you identify which ones are aligned with your objectives.
List of investment accounts:
- Registered Retirement Savings Accounts (RRSP)
- Tax Free Savings Account (TFSA)
- Regular Investment Accounts
- Registered Education Savings Plans (RESP)
- Fee based accounts
- Retirement Income Accounts (RRIF)
- Group RRSP
If you have existing investment accounts at other financial institutions, there is a simple process to transfer them to MGI Securities intact, if needed.