At Plan With Parth, we specialize in helping you grow and protect your wealth through strategic investment solutions. By investing in segregated funds using powerful tools like TFSA, RRSP, RESP, FHSA, GICs, and Annuities, we provide you with the flexibility and security needed to achieve your long-term financial goals. Your Path to Protection starts here, with expert guidance and tailored investment strategies designed to fit your unique needs.
We offer investments in segregated funds, which combine the growth potential of mutual funds with the added protection of a guarantee. These funds offer diversification and may include features like creditor protection, making them ideal for those seeking both growth and security.
Maximize your investment returns with a TFSA. Contributions to this account grow tax-free, allowing you to accumulate wealth without paying taxes on investment earnings. It’s an excellent choice for both short-term and long-term goals.
Save for retirement and reduce your taxable income with RRSP. Contributions are tax-deductible, and the investment grows tax-deferred until retirement, making it an essential tool for building long-term wealth.
Help fund your child’s education with an RESP. Contributions grow tax-deferred, and the government may contribute through the Canada Education Savings Grant (CESG). It’s an excellent way to ensure that your children’s future education is well funded.
For first-time homebuyers, the FHSA is a powerful tool. It offers tax deductions on contributions, and the funds can be withdrawn tax-free for purchasing your first home, providing an efficient way to save for homeownership.
If you're seeking a safe and secure investment option, GICs are a great choice. With fixed interest rates over the set period, GICs offer guaranteed returns and are ideal for conservative investors looking for stability.
Annuities provide a steady stream of income for retirement. With guaranteed payouts for a specified period or for life, annuities offer financial security, making them a reliable option for those seeking consistent income.
At Plan With Parth, we believe that the right investment strategy can help you secure your financial future. By investing in segregated funds through powerful tools like TFSA, RRSP, RESP, FHSA, GICs, and Annuities, we provide you with customized solutions that fit your goals and risk tolerance. Let us help you take the first step toward Your Path to Protection with investments that work for you.
Contact us today for a free consultation. Together, we can secure your future with the right life insurance coverage. With Plan With Parth, you’re on the right path to protection.
We combine expertise with a personal touch to guide you in securing what matters most—your family, your travels, and your future.
