INVESTING WITH AWEALTH
AWealth focuses on preserving your principal, generating income, and making your investments grow. We will place an emphasis on each of these goals to help your investments reach their full potential. Learn more about AWealth investment plans to see which investment will help you reach your investment goals.
Are you looking for a way to save for your child’s post-secondary education? Registered Education Savings Plan (RESP) is an effective way as the government and certain provinces offer several grants to build your education savings.
Are you looking to save for your short-term or long-term goals? Non Registered Account or OPEN plan is a type of investment that will allow you to achieve your short-term or long-term goals.
Are you looking to manage your retirement income and investments? Registered Retirement Income Plan (RRIF) is a tax-deferred retirement plan that you can use to generate income from the savings accumulated under your RRSP.
*Mutual fund provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgages products & services provided through Dominion Lending Centre Valko Financial Ltd.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated with your insurance contract.