Investments
Helping You Find the Best Investments for Your Future
With investing, there is usually a goal in mind, like retirement or your child’s education, to name a few.
But as the saying goes, “a goal without a plan is just a wish.”
At Liahona Insurance, we’ll help you with your investment planning, including selecting the best type of investment for you and your family like:
Segregated Funds
RRIFs
LIFs
Annuities
Helping You Prepare Your Financial Life
Building Wealth
Get the benefit from a guaranteed return over a fixed period.
Securing Your Child’s Future
Your child’s future depends on excellent education and a solid financial security plan. We can help you access the tax-sheltered benefits provided by a Tax-Free Savings Account to maximize your investment earnings.
Tax-Free Savings Account (TFSA)
Registered Education Savings Plan (RESP)
Retirement
Do you have a retirement plan?
If you have already retired or plan to retire soon, we can help you maximize your income potential, ensure flexibility and minimize your taxable income.
What are your retirement goals?
Our unique integrated planning process helps you realize the lifestyle you see for yourself in retirement.
Registered Retirement Savings Plan Services (RRSP)
Guaranteed Investment Certificate (GIC)
