Because your financial goals are unique, L&A Financial Group offers individual investment solutions and personal advice to help you achieve them.
Contemplating your priority list?
Wondering if you should you pay down debt or consider investing in the future? By taking the time to understand our clients and their priorities, we are able to offer a variety of solutions.
There are many different types of investment vehicles available for those saving for retirement, education, tax sheltered growth or investing within a corporation.
Our knowledge of the Income Tax Act and how it can be best used to reach specific goals, will save you time and keep you on track.
We can instruct you on the opportunities and advantages of:
- Retirement Savings Plans (RSP)
- Registered Education Savings Plans (RESP)
- Tax Free Savings Accounts (TFSA)
- Registered Disability Savings Plans (RDSP)
- Capital Class Investments
- Retirement Income Funds (RIF)
And many other tax-advantaged opportunities for investments you can take control.
However, it’s also important not to forget about the many benefits of locked-in funds!
Business owners should always be looking for ways to provide for their long-term security by better understanding the benefits of earning dividends or capital gains on passive income. By taking advantage of the Capital Dividend Account (CDA) you can create retirement income that will flow tax free to them in future.
Contact one of our experienced Certified Financial Planners – in person or over the phone – to help you select the best products for your objectives, risk tolerance and time horizon.
Contact us today for your free no obligation consultation.