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Investments

 

The implementation of your financial plan - created for you by AttisCorp Financial Group - may result in a portfolio containing several different investment types and account structures. This may be to satisfy client objectives and/or risk profile, or to respond to different objectives for different investment accounts - or to conform with appropriate product allocation to best position you to meet your overall financial objectives with minimal risk.

The following is a partial list of financial products available to AttisCorp clients:

 

Accounts
  • Investment Accounts (Open)
  • RRSP and Spousal RRSP
  • Tax-Free Savings Accounts (TFSA's)
  • Education Savings (RESP)
  • RRIF and Spousal RRIF
  • LIRA / LIF
  • Individual Pension Plans (IPP)
  • High Interest Chequing Accounts
  • Disability Savings Plans (RDSP)
 Investments
  • Guaranteed Investment Certificates (GICs)
  • Annuities
  • Guaranteed Minimum Withdrawal Products
  • Mutual Funds
  • Segregated and Pooled Funds
  • Alternative Investment Strategies
  • Flow-Through Shares for tax relief (by referral)
  • Private Investment Management

Please contact us at your convenience should you wish additional information about how these different accounts and investments may (or may not) be appropriate for your portfolio.

 

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Notice
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may or may not be repeated.