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Investment Strategies

Investment products can be used for various purposes – meeting short or long term needs, assets growth, or simply wealth preservation. With the many products available in the market, how would you know which one is suitable and for which purpose?

At Grandtag Financial, our experts always keep a holistic perspective in mind when helping you build your financial plans. With our experience in the industry and close connections to many product carriers, we are able to offer you impartial advice on different products, highlighting the important details you may not have previously recognized.

More importantly, Grandtag Financial experts utilize different products concurrently to come up with financial solutions that help you reach your goals more easily. Ask us about Asset Creation Plans, Property  Deferment Tax Program, and others below!

Segregated Funds

Guaranteed Investment Certificates


Tax-Free Savings Accounts



Registered Retirement Income Fund

Group RRSPs and Pension Plans