Investment Options for Every Goal
Whether you’re just starting to invest or looking to improve your current portfolio, we offer a complete range of investment solutions:
Registered Accounts
- RRSPs for tax-deductible retirement savings
- RRIFs for retirement income planning
- TFSAs for tax-free growth and flexibility
- RESPs for children’s education savings
- LIFs for locked-in pension funds
Investment Products
- Diversified mutual funds and ETFs
- GICs for guaranteed returns
- Segregated funds with insurance protection
- Annuities for guaranteed income
- Pension fund management
Understanding Your Situation
We start by understanding where you are financially, what you’re trying to accomplish, and how comfortable you are with investment risk. A 25-year-old saving for retirement needs a completely different strategy than a 60-year-old protecting their nest egg.
Building Your Portfolio
Based on your goals and timeline, we create an investment mix that balances growth potential with appropriate risk management. We don’t believe in one-size-fits-all investing – your portfolio should reflect your unique situation.
Ongoing Management
Markets change, your life changes, and your investment strategy needs to adapt. We monitor your investments and make adjustments as needed to keep you on track toward your goals.
- Should I be investing in RRSPs or TFSAs first?
- How much risk should I take with my investments?
- How do I know if my current investments are any good?
- Should I be trying to time the market or invest regularly?
- How much should I be investing each month?
- Can I access my money if I need it for emergencies?
Getting Started with Personal Investing
The best time to start investing was yesterday. The second-best time is today. Whether you're completely new to investing or looking to improve your current approach, we can help you create a strategy that works.
During your consultation, we'll review your current situation, discuss your goals, and outline an investment approach that makes sense for your life and timeline.
Personal Investment Services in Surrey, BC
Whether you're in the Lower Mainland or anywhere in British Columbia, we help people build wealth through smart investing strategies that actually deliver results over time.
From young professionals just starting their investment journey to experienced investors looking for better management, our Surrey office has helped hundreds of clients grow their wealth since 2008.
Rick Singh - Founder
Retire with confidence