Investment Planning

Discussing your current investment portfolio and defining your financial goals are the first steps in arriving at your individualized profile.

We offer a variety of Investment Options, Products and Services that will suit your long-term and short-term goals.

McIntosh Financial Services and
Associates Inc.

  • GICs (Guaranteed Investment Certificates)
  • Segregated Funds
  • RRSPs (Registered Retirement Savings Plans)
  • RRIFs (Registered Retirement Income Funds)
  • LIFs (Life Income Funds)
  • Annuities
  • Tax Deferral Strategies
  • Insured Retirement Programs
  • Estate Bonds
  • Creditor Protection
Manulife Securities Investment Services Inc.

  • Mutual Funds
  • RRSPs (Registered Retirement Savings Plans)
  • RRIFs (Registered Retirement Income Funds)
  • LIFs (Life Income Funds)
  • Tax Deferral Strategies
  • Self-directed Plans

We will regularly provide a comprehensive report of your investment choices that is easy to read and that will keep you on track. Of course, you will always have online access to your investment information at this website.

We have the knowledge and experience to help you achieve your investment goals.