Looking out for your best interest

Looking out for your best interest

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When we say that we're looking out for your best interest, we mean it! 

Because we're looking out for your best interest, we won't sell you something you don't need. We promise. Instead, we'll give you the options and advice tailored for your unique situation.

 

Options

At this time of year, RRSPs are generally top of mind. Whether your goal is to save for retirement, take advantage of the tax benefit, or a bit of both – we've got you covered. Remember the deadline to purchase an RRSP for the 2016 tax year is March 1, 2017.

Or, maybe you want to invest in something where the interest you earn is tax sheltered but you need the flexibility to access your money when you need it – how about a TFSA?

Need to invest but don't have time to meet with one of our advisors? Invest or renew your investments on your own time using online banking. Once you're logged in, simply click on the "Open New Products" link and let the investing begin! If you have investments that are maturing, choose the "Product Renewals" link. It's easy, quick and most of all, convenient!

Advice

Maybe you just really need someone who can cut through the acronyms and jargon. Someone to discuss your goals with, explain your options, and help draw up an investment plan that works for you. That's our specialty! Our team of investment advisors can walk you through the process and help to make sense of it all.

Stop by any of our branches or give us a call at 1.866.863.6237.