Investment Management

Video: Taxes and registered savings plans

The AAII Program is your key to accessing the benefits of accounts managed by leading investment professionals. 

​

We have one target: to help you realize your goals and assess your objectives. We create wealth accumulation and asset management programs that are suitable for your personal situation. Whether your goals are long or short term, we will design strategies to move you toward financial independence.

​

Of-course when you are armed with a commitment to long term results, you will avoid chasing the markets thus avoiding the emotional "buy high and sell low” trap that most investors fall into due to fear.

​

Markets in the long run have outperformed regardless of their ups and downs, therefore saving through the various investment plans is most essential to accumulating wealth.

​

Registered Plans

• Retirement Plans 
• Registered Retirement Savings Plan (RRSP)
• Registered Retirement Income Fund (RIF)
• Locked-In Retirement Account (LIRA)
• Locked-In Retirement Income Fund (LRIF & LIF)
• Individual Pension Plan (IPP)
• Registered Education Savings Plans (RESP)
• Tax-Free Savings Accounts (TFSA)

​

Your hard-earned dollar can be invested in:

• Individual Stocks with dividend yield
• ETFs
• Mutual Funds 
• Fixed Income Securities
• Bonds (government or corporate)
• REITs

​

Services

• Private Client Investment Services
• Institutional Investment Services
• Business Investment Services
• Foreign Currency Accounts 

 

Accounts Status:

• commission based 
• fee based or 
• managed by our leading investment managers