Investment
Investment | Family | Retirement | Hardship
From saving for your child's education, planning a vacation, funding your retirement, to investing in a small business or managing your finances during retirement, we can help you create an investment portfolio that's tailored to your needs.
Things to Consider
- What is your investment philosophy?
- What is your investment strategy?
- What are your investment results over the past five years? Are you pleased? Would you be pleased with the same results over the next five years? What would you do differently?
- Is your portfolio properly set-up and managed? How much time do you spend selecting and managing your investments, if at all? How much is your time worth?
- What provisions have you made to have your retirement nest egg outpace inflation?
- What are your goals?
- Have you started saving?
- Is your portfolio properly set-up and managed?
- Are you effectively utilizing all that is available to you?
- Do you have enough savings to funds your objectives?
Investment Services & Solutions
Segregated Fund Policies
Segregated fund policies offer a long-term investment with death benefit and maturity guarantees. These guarantees are options within an insurance policy, additional benefits include assets bypassing the estate and potential probate fees, resulting in your assets passing directly to your named beneficiaries.
Specialized Investment Solutions
All investors have unique needs, but some - those who have already accumulated wealth and are searching for ways to preserve it, for instance - might require specialization solutions to suit their situation.
Guaranteed Interest Options and Payout Annuities
To help you reach your financial security goals, we offer a wide range of products and services, including secure options such as guaranteed interest options and payout annuities. Guaranteed interest options protect your principal. Payout annuities guarantee your income.
Mutual Funds *
Through Quadrus Investment Services Ltd., we have access to thousands of mutual funds, including the Quadrus Group of Funds - an exclusive mutual fund family that offers clients a multi-managed, multi-style approach by some of the world's leading investment managers.
* Disclaimer
Make your investment decisions wisely. Important information about mutual funds is found in the funds' simplified prospectus. You can obtain a copy of this from your investment representative. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
Registered Retirement Savings Plans (RRSPs)
Contributing to an RRSP is still one of the most popular and tax-effective ways of saving for your retirement. At Godfrey Wealth Management Inc., we have the tools to help you build a portfolio so that you can meet your retirement goals.
Registered Education Savings Plans (RESPs)
Consider saving for your child or grandchild's education with an RESP. When you contribute to this type of registered plan, the federal government provides a grant to help you reach your goals faster.
Tax Free Savings Account (TFSA)
The TFSA, a type of investment account introduced in allows you to earn investment income and generate capital gains from eligible investments tax-free.
Registered Retirement Income Funds (RRIFs) & Life Income Funds (LIF)
You have saved for your retirement and now you need an income. Godfrey Wealth Management Inc. provides the options you need for your retirement lifestyle.
Additional planning tools to help meet your investment needs
- Corporate class mutual funds
- Labour-sponsored investment funds
- Fusion investment program (dealer wrap)
- Charitable giving program
- Tax-Efficient monthly cash flow with D series mutual funds
- Registered Disability Savings Plans (RDSP)