Personal Investments

To help you in reaching your financial goals, our advisor will meet with you to discuss and gather all necessary information. This will help assess your risk level and determine the products that are right for you.

We offer a holistic approach to retirement planning looking at all areas that affect your financial well-being. We provide both in-depth retirement plans or segmented products, depending on your needs.

 

Edgewater Financial Products can offer the following options:

  • Mutual funds offered through Quadrus Investment Services
  • Segregated fund policies
  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirment Income Funds (RRIFs)
  • Non-registered plans
  • Registered Education Savings Plans (RESPs)
  • Locked-in Retirement Accounts (LIRAs)
  • Tax-Free Savings Accounts (TFSAs)
  • Guaranteed products (GIOs, GICs, annuities)

 

 

Personal Service & Commitment

905-928-7011