Do more with your savings
While saving is a crucial step in any successful wealth management strategy, growing your savings is the key to financial success. Your Foley Financial advisor team is ready to customize a comprehensive investment portfolio for you, taking into account your objectives, risk tolerance, and time horizon.Depending on your financial goals, your Foley Financial advisor will work with you to establish a suitable portfolio consisting of the following products.
Anyone can become wealthier over time
The ability to grow your savings has more to do with how you spend your money than how much you earn.
It doesn't have to be difficult
It's true. Virtually anyone with a steady income can become wealthier over time. If you spend less than you earn and invest wisely in the right products, your wealth will grow. Easier said than done? It doesn't have to be.
Simple yet effective products, such as the Dundee Investment Savings Accounts and competitive GIC offerings from Dundee Bank of Canada and other issuers, can provide you with a secure and convenient method of accumulating and growing your savings.
Let our experts show you how to manage your monthly cash flow, so that the money you never thought you had can be effectively put to work. And grow.
Your Foley Financial advisor can provide you with access to the right products, services and advice to help you grow your savings.
The right mutual fund* options for you
Mutual funds can play an integral part of a comprehensive financial plan. Your Foley Financial advisor can help you make the right choices from among Dundee's comprehensive selection of industry-leading mutual funds, including the following fund families:
- AGF Management Limited
- AIC Limited
- CI Mutual Funds Inc.
- Dynamic Mutual Funds Ltd.
- Elliott & Page Limited
- Excel Funds
- Fidelity Investments Canada Limited
- Franklin Templeton Investments Corp.
- Investco Trimark
- Mackenzie Financial Corporation
- Northwest Funds
- Sentry Select
Minimize market volatility with dependable returns
Diversifying between high-growth and low-risk investments is the key to creating a portfolio that minimizes market volatility. Guaranteed Investment Certificates (GIC) are high quality, low-risk investment options with a dependable rate of return over a fixed term, with both the principal and interest payments protected.*
Foley Financial's clients have access to a full range of GICs. Their flexibility provides you with a choice of term periods and levels of liquidity that fit your investment requirements.
Foley Financial clients have access to a full range of GICs from Dundee Bank of Canada as well as a variety of financial institutions. Their flexibility provides you with a choice of term periods and levels of liquidity that fit your investment requirements.
Features include:
- Terms from daily interest to GIC's from 30 days to 5 years
- Competitive interest rate guaranteed for the full term of the GIC
- Choice of cash or reinvested interest payments
- Choice of interest payment frequencies
- Eligible for registered investment plans (RRSP, RRIF, and RESP)**, and
- Simplified record-keeping.
Tax Free Savings Account (TFSA)
Take advantage of Canada’s newest tax savings vehicle. Deposit up to $5000 per year (cumulative) in one or more of several investment vehicles. There is no taxation on any of the investments when they are redeemed.
Ask your Foley Financial advisor which GIC options are right for you.
Disclaimer:
"Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated."
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc./Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services powered by Invis. This site is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.