Investment Products *


 

Mutual Funds
Labour Sponsored Funds
GICs and Term Deposits
Cash Deposit Instruments

 

The above investment products may be held in but not limited to the following types of accounts:

RRSP – Registered Retirement Savings Plans
RRIF – Registered Retirement Income Fund
TFSA – Tax Free Savings Accounts
Open – Taxable Investment Accounts
Corporate Investment Accounts
Spousal RRSP/Spousal RRIF
LIRA – Lock-in RRSPs / Locked in Retirement Accounts
LRIF/LIFs – Locked in Retirement Income Funds / Life Income Funds
RESP – Registered Education Savings Plans
In Trust Accounts

 

Private Wealth Management

 

*Mutual Funds, Labour Sponsored Funds, cetain GICs, Term Deposits and Cash Deposit Instruments offered through ARTECH Asset Advisory Services Inc.

Planning Services


 

Financial Planning
Retirement Planning
Innvestment Planning
Estate Planning
Education Funding Planning

 

Other services that may be offered through the assistance of other professionals:

Cash Flow Management
Insurance Needs Analysis
Tax Planning

 

ARTECH is a full service mutual fund dealer. Our representatives endeavour to follow a “full service” planning perspective for all client needs which may include, but is not limited to:

  • Income needs
  • Investments
  • Taxation*
  • Retirement planning
  • Employee and personal benefits*
  • Estate planning*
  • Insurance needs*
  • Special needs*

* The services indicated may be conducted by your representative and are not in his/her capacity as an employee or agent of ARTECH Asset Advisory Services Inc.