Investments to meet your ideal retirement lifestyle
a critical part of
a financial plan.
Your financial plan is built around your values and goals and is intended to help you reach those goals. Being able to explain why you have an investment is the best and easiest way to determine if it fits within your overall plans, whether it be mutual funds, segregated funds, GIC’s, annuities, individual stocks or real estate.
It’s our job to understand the ins and outs of any investment we recommend to you and build an investment strategy. This strategy is about making wise investment decisions using basic fundamentals and also about choosing the right investments for you which are dictated by your financial plan.
Investing in your child’s future today.
Education can be one of the largest expenses a family can face today. As a result, education savings is a must and should be factored into any financial plan. The good news is there are a number of financial incentives out there- special investment accounts specifically designed for education savings such as the Registered Education Savings Plan (RESP), as well as government grants such as the Canada Education Savings Grant (CESG).
At HSI, the comprehensive financial plan we create for you always includes a section on educational savings, without it a financial plan wouldn’t be complete. We provide guidance on identifying future tuition and post-secondary expenses while presenting available options and opportunities for funding