If you are currently retired or approaching retirement, it is imperative to review and make adjustments to your investment portfolio to take into account your need for a reliable, tax-efficient income stream. The integration of your portfolio with other potential sources of retirement income is thoroughly analyzed in this process.

Common account types are Registered Retirement Income Funds, Locked-In Retirement Accounts (from former pensions), and Non-Registered investment accounts.

As a financial advisor who provides independent financial advice, I am able to select the product and investment company that is the best fit for you.

Investment solutions may include the following:

  • Mutual Fund Portfolios
  • Segregated Fund Portfolios
  • Exchange Traded Fund (ETF) Portfolios (available through referral arrangement with FundEX)
  • GICs
  • Discretionary Asset Management (available through referral arrangement with FundEX)
  • High Interest Savings Accounts
  • Lifetime Income Annuities

To learn more about these services, contact Stonehouse Financial today.

Mutual funds provided through FundEX Investments Inc.

Make sure to read our Disclosure and Investor Privacy Notice.

Created by

Legal notice