grow your wealth with smart investments
Personalized Investment Strategies Designed for You
Learn how our investment plans can enhance your wealth and offer financial stability for you and your family.
THE CRITICAL ROLE OF INVESTMENT PLANNING
Building your financial future with customized investment strategies
At Customplan Financial Services Inc., we believe in providing personalized financial solutions tailored to your unique goals. Our team of experienced advisors is here to guide you through the complexities of financial planning, ensuring you make informed decisions that pave the way for a secure and prosperous future.
Types of Investments We Offer
Investment Options
Tax-Free Savings Account (TFSA)
Maximize your savings with a TFSA. Our advisors help you take advantage of tax-free growth on your investments, allowing your money to grow without the burden of taxes, making it an excellent tool for both short-term and long-term financial goals.
Registered Education Savings Plan (RESP)
Invest in your child’s future with an RESP. We assist you in setting up and managing an RESP, benefiting from government grants and tax-deferred growth, ensuring you have the funds needed for your child’s post-secondary education.
First Home Savings Account (FHSA)
Save for your first home with a FHSA. We help you navigate the benefits of this account, combining the best features of TFSAs and RRSPs, so you can accumulate savings for your down payment efficiently and tax-free.
Registered Retirement Income Fund (RRIF)
Transition seamlessly from saving to withdrawing with a RRIF. Our advisors guide you through converting your RRSP to a RRIF, managing withdrawals, and ensuring your retirement income is sustainable and tax-efficient.
Registered Retirement Savings Plan (RRSP)
Plan for a comfortable retirement with an RRSP. We provide strategies to optimize your contributions and tax benefits, ensuring you build a robust retirement fund that supports your lifestyle during your golden years.
Registered Disability Savings Plan (RDSP)
RDSP helps Canadians with disabilities save for the future, benefiting from government grants and tax-deferred growth opportunities.
Guaranteed Investment Certificates (GICs)
Secure savings with GICs, offering fixed returns and minimal risk, ideal for stable, short-term investments and financial security.
Registered Income Funds (RIFs) / Life Income Funds (LIFs)
Convert RRSPs to RIFs or LIFs for reliable retirement income with flexible withdrawal options, ensuring financial stability in retirement.
Non-Registered Accounts
Diversify your investment portfolio with non-registered accounts. We offer strategies to invest in a wide range of assets, providing flexibility and potential for growth, while managing tax implications effectively.