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Retirement and Investment products

Based on your specific needs and goals, investments can play a key role in your financial security plan and your ability to achieve your short- and long-term goals. We have access to a wide range of savings and income products – both registered and non-registered savings, income, and pension plans for individuals; as well as registered and non-registered savings and pension plans for employee groups.

  • Open Investment Accounts
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Tax Free Savings Plans (TFSA)
  • Registered Education Savings Plans (RESP)
  • Locked-In Retirement Accounts (LIRA)
  • Guaranteed Interest Certificates/ Options (GIC / GIO)
  • Annuities
  • Pension Transfers and Commuting Options

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  •   2005 Sheppard Avenue East, Suite 602, Toronto, Ontario M2J 5B4
  •   416 756 8662

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The information on this website is intended for residents of Ontario only.

Insurance products, including segregated fund policies are offered through Helkie Financial & Insurance Services Inc. and Jim Helkie and Mike Suska offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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