INVESTMENT STRATEGIES

Retirement
Whether you’re an individual investor or a business owner with employees, our full service Locked-in plans, RRSPs and RRIFs offer a dynamic range of investment options that let you keep more of your retirement savings compounding in a tax-sheltered environment. An investment advisor at Stuart Investment Management can work with you to create a tailored investment strategy based on your individual needs, helping you feel confident about your future.

Education
A Registered Education Savings Plan (RESP) from Stuart Investment Management can help ensure your loved ones receive the university or college education they deserve by compounding your savings in a tax-sheltered environment.

Estate Planning
Stuart Investment Management is here to help leave the legacy you want, and make any transitions for loved ones respectful and professional. Our team has been managing family trusts for over twenty years; ensuring dependent loved ones will always be taken care of. Contact an advisor to see how you won’t have to worry about their well being after your passing.

Tax-Free Savings Account Overview
A Tax-Free Savings Account (TFSA) is a new tax-advantaged account brought forth by the federal government in 2009 that wont charge you taxes on any monetary gains made in that account. An advisor at Stuart Investment Management can work with you to maximize the profits on your annual contribution.

Growth
Compound your wealth in saving for a rainy day. Work with an advisor to maximize your profit potential with the right investment products and balance of risk.

Income
Enjoy the lifestyle you deserve; work with an advisor to secure weekly, monthly, or annual income from an investment strategy using a balance of fixed-income products and high yielding equity.