Investments
Why Investing Matters
Investing isn’t just about money—it’s about freedom, security, and the ability to live life on your terms.
The right strategy can help you:
Grow and preserve your wealth
Protect your savings from inflation
Plan for retirement and future expenses
Reduce tax burdens through registered accounts
Leave a legacy to your family or causes you care about
Types of Investment Options We Offer
Explore smart, secure strategies tailored to your goals.
Segregated Funds
Combines the growth potential of mutual funds with the security of an insurance product.
Key features:
Potential for market growth
Maturity and death benefit guarantees
Bypass probate in estate transfers
🔴 Best for: clients who want both growth and protection.
Registered Investment Accounts (TFSA, RRSP, RRIF)
Tax-advantaged savings vehicles designed to help you grow wealth efficiently.
Key features:
Tax-deferred or tax-free growth
Retirement income planning
Tailored to different life stages
🔴 Best for: building long-term, tax-smart savings.
Guaranteed Investment Certificates (GICs)
Safe, low-risk options with guaranteed returns over a fixed period.
Key features:
Fixed interest rate
Capital protected
Ideal for conservative portfolios
🔴 Best for: those seeking stability and predictable returns.
Segregated Funds
Combines the growth potential of mutual funds with the security of an insurance product.
Key features:
Potential for market growth
Maturity and death benefit guarantees
Bypass probate in estate transfers
🔴 Best for: clients who want both growth and protection.
Registered Investment Accounts (TFSA, RRSP, RRIF)
Tax-advantaged savings vehicles designed to help you grow wealth efficiently.
Key features:
Tax-deferred or tax-free growth
Retirement income planning
Tailored to different life stages
🔴 Best for: building long-term, tax-smart savings.
Guaranteed Investment Certificates (GICs)
Safe, low-risk options with guaranteed returns over a fixed period.
Key features:
Fixed interest rate
Capital protected
Ideal for conservative portfolios
🔴 Best for: those seeking stability and predictable returns.
Which Investment Strategy is Right for You?
Everyone’s goals are different—James will help you design a strategy that matches your needs, risk tolerance, and timeline. Start investing with clarity and purpose.
Our Locations
Service Area
Mississauga, Ontario
📞 416.508.2234 /
416.626.5068
📍 2585 Skymark Ave #306
Mississauga, ON L4W 4L5
📧 james@generationwealth.ca
