K&A can help you plan a secure financial future. In collaboration with a Certified Financial Planner (CFP®), our in-house Senior Investment Counsellor and Certified Financial Analyst (CFA) will provide investment insight and (advice or recommendations) for your current and future investments. Whether you’re planning for retirement, a pension, education or looking into savings options, we’ll put together a strategy that creates the right solution for you and your family.
Until recently, traditional wisdom stated that you didn’t need growth once you reached retirement. Much has changed in the last 40 years – people retire earlier and live longer. You may need to fund your retirement for 30 years – or longer! In today’s environment, Product Allocation is just as important as having a well diversified investment portfolio. Together, we’ll ensure your plan includes the right mix of both!
- Segregated Funds/GMWBs
- Group RRSPs
- Individual Stocks & Bonds
- Private Asset Management
- Fee-Based Managed Accounts
- High Net Worth Investment Solutions