We’re here to support you through COVID-19. Here’s how we can help you.
Saving money can be hard when there are so many demands on your paycheque. However, the government has designed a variety of programs to boost your savings through tax breaks and other incentives. While each program works differently, the objective is the same: to keep more of your money working for you.
An advisor’s job is to help you understand how different products – each with their own features and options – can best meet your individual needs. Talk to your advisor; if you don't have an advisor, find one you're comfortable working with. There’s no cost to talk to an advisor.
To get the most out of the meeting with your advisor, take some time beforehand to think carefully about what you want to achieve. To help your advisor recommend the right products for your needs, it will be helpful to gather some basic information about your income, assets and liabilities – including your savings, investment and pension plan statements.
Your advisor will help you with any paperwork that’s required and ensure your money is transferred. Shortly after making your investment, you will receive a statement confirming the details of your account. Portfolio reviews may be done regularly to confirm your strategy and assess progress toward your goals.