The Vital Role of Investment Planning
Achieve Financial Growth with Thoughtful Investment Planning
At Atlantic Wealth Management, we understand that each client’s financial journey is unique. Our comprehensive investment solutions are designed to help you achieve your financial goals with confidence and security. Whether you’re planning for retirement, saving for a major purchase, or looking to grow your wealth, our team of experienced advisors is here to guide you every step of the way.
Our Investment Services
Registered Retirement Savings Plan (RRSP)
Our RRSPs offer a tax-advantaged way to save for your retirement. By contributing to an RRSP, you can benefit from tax deductions and tax-deferred growth on your investments, ensuring you have a robust financial foundation for your future.
Tax-Free Savings Account (TFSA)
A TFSA is a flexible investment option that allows you to earn tax-free income and growth. With no tax on withdrawals, it’s an ideal way to save for short-term goals or to complement your retirement savings strategy.
First Home Savings Account (FHSA)
The FHSA is designed to help you save for your first home. Contributions are tax-deductible, and the account allows for tax-free withdrawals for qualifying home purchases, making your dream of homeownership more attainable.
Non-Registered Accounts
For those looking to invest beyond registered accounts, our non-registered investment options provide flexibility and a wide range of choices. These accounts can be tailored to your specific investment goals, whether it’s for growth, income, or liquidity.
Guaranteed Investment Certificates (GICs)
Our GICs provide a secure investment option with guaranteed returns. Ideal for conservative investors, GICs offer peace of mind with their stable and predictable income, protecting your principal while earning interest.
Registered Disability Savings Plan (RDSP)
Secure your financial future with an RDSP, designed to help Canadians with disabilities and their families save for long-term needs. Benefit from government grants and bonds, tax-deferred growth, and tailored investment strategies.