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At CITY Finance, we create portfolios custom tailored to meet your investment objectives and risk profile.
Investing by yourself can be a very confusing and challenging.
That is why many people simply don’t have a strategy for investing.
Most deposit their funds in a low interest bearing bank account or into short term GIC’s that have returns just slightly higher than the rate of inflation.
Unfortunately, neither of these options will allow after tax money to work harder for them.
We at CITY Finance take a well-balanced approach to investing.
We diversify our strategy by utilizing many different investment resources and vehicles.
Unlike other investment advisors whose goal is to provide only a high gross return; We focused on maximizing the effective net rate of return.
We take into consideration the timeline and the risk tolerance of our clients along with the tax implications.
By taking this approach we are able to look at the whole picture of our clients’ investment goals and base our success on providing our clients’ with net return after taxes.
Here are the investments services we can provide:
- RRSP's - Saving plans for retirement.
- RESP's - Funding for your child's education.
- Mutual Funds - With over 3000 funds available, how do you decide?
- GIC's - Get a complete market survey for the best rates.
- Segregated Funds - Investments with guarantee.
- Annuities - Worry free retirement income.
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