Services
Investment Planning
Many individuals think that investment planning is contributing to an RRSP. However, there is so much more that goes into proper investment planning.
At DeLauretis Wealth Management, our Investment Planning services focus on identifying effective investment strategies for you based on your investor’s risk tolerance and risk capacity, together with your established financial goals.
Your general investment options include: stocks, bonds, mutual funds, bank deposits, real estate, segregated funds, socially responsible investments, and more.
There are different investment vehicles/types of accounts with which you can place your investment options, such as RRSP, RRIF, TFSA, etc.. Through proper investment planning with our investment advisors, we will recommend the most appropriate portfolio mix to help you achieve your various wealth planning goals — and as tax efficiently as possible!
Below is a list of investment vehicles/account types and investment products associated with the construction of your portfolio mix:
- Registered Retirement Savings Plan (RRSP)
- Registered Retirement Income Fund (RRIF)
- Tax-Free Savings Account (TFSA)
- Non-Registered Account
- Registered Education Savings Plan (RESP)
- Individual Pension Plan
- Mutual Funds*
- Segregated Funds
- Socially Responsible Investments Fund (SRI)*
Investment Planning Questions & Answers
Is it our job to beat the markets?
As financial planners, we inform our clients that it is not our vocational purpose ‘to beat’ the markets.
It is our job to help YOU:
- Manage your cash flow and wealth appropriately,
- Earn more on your investments over the long term to meet your personalized, specific goals and dreams, and
- Help you build sustainable wealth that can be passed down tax efficiently to generations to come, or to charities and causes you hold dear.
We help you navigate potential investment decisions, making sure you can participate in the gains while reducing your downside risk.
It’s all about you!
We want to work with you to build a personalized, long-term wealth planning strategy – that we follow and monitor – so that you can maintain your lifestyle, enjoy a comfortable retirement and plan with generosity aspirations.
Let us help you build wealth!
