Investments can play a key role in your financial security plan. .
For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals.
For employee groups, Penn Financial can offer advice on registered and non-registered savings and pension plans.
Registered Retirement Savings Plans (RRSPs) and Registered Education Savings Plans (RESPs) have several advantages, depending on your age and financial situation, including:
Working together, we can examine RRSP and RESP investment options in order to build a customized portfolio that takes into consideration your financial security goals, tolerance to risk and timeline. Contact us today to find out more.
In a segregated fund policy, professional fund managers invest in a variety of individual securities. As a form of life insurance, it’s important to note that segregated fund policies have distinct advantages. These can include:
Note that any amount allocated to a segregated fund may increase or decrease in value depending on its performance, and is invested at the risk of the policyholder
For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.
Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.
Together, we will design an investment plan tailored to fit the needs of everyone involved. Choose from group retirement and savings products such as:
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