Investments

Independence

At Isla Vancouver Wealth Management we are not restricted to the resources of any one product provider, thus allowing us to offer a wide variety of registered plans and products. We can ensure you receive the best investment product to suit your unique needs regardless of what company it is placed with.

Financial Advice

Registered plans and investment products can be customized to meet your unique financial needs. A client’s portfolio can include a selection of any items listed below. At Isla Vancouver Wealth Management we are able to evaluate a client’s specific needs and create a customized combination of products and services to produce a uniquely tailored portfolio. Get in touch with one of our Financial Advisors to find out what products are most suitable for you.

Registered Plans and Products

• Mutual Funds
• Tax Free Savings Accounts (TFSA)
• Registered Retirement Savings Plans (RRSP)
• Life Income Funds (LIF)
• Registered Retirement Income Funds (RRIF)
• Registered Education Savings Plan (RESP)
• Guaranteed Investment Certificate (GIC)
• Segregated Funds

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Isla Vancouver Wealth Management.