416 388 8360

Email : info@inismore.ca

Brokerage # 12668

NON REGISTERED INVESTMENTS

 

Investments can be held in a non registered environment to generate capital appreciation or monthly income. A non registered account generates – interest, dividend and capital gains (losses) which are taxable in the hands of the account holder.

Several mutual fund solutions are available to help meet client's needs at different life stages. For example, a retired person who is trying to generate monthly income to meet his/ her cash flow needs can do so by investing in Managed Payout Solution or Monthly Income funds that generate tax efficient monthly income.

 

Investment Options

There are several mutual fund and GIC investment options that we offer for your Non Registered investments. Some of the common offerings are Fidelity mutual funds, Templeton mutual funds, Mawer funds, RBC funds, TD funds and several other five and four star rated funds which provide superior returns for a given level of risk and time horizon.

For more information and detailed discussion,
please call – Jerry Chandane, Financial Advisor @ 416 388 8360

 

 

 

Mutual funds products are offered through Investia Financial Services Inc.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Mutual funds are sold exclusively by mutual fund representatives who are licensed by Provincial regulators and registered with Investia Financial Services Inc. (Investia). Investia does not provide or distribute any advice or product other than those that are directly related to the sale of mutual funds. Any representative who provides or offers other advice or services must hold the necessary licenses and deal with entities (other than Investia) that are duly registered with the competent authorities.

 

 

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