Investments -- Paul A. Fraser

Investments

Some of the investments that I can provide for you are:

Mutual Funds: Professionally managed investments that allow you to invest in many industries, around the globe or right at home, within pre-determined objectives.
Segregated Funds: Similar to Mutual Funds, these investments feature limited guarantees, are exempt from probate fees, and offer some investor protection.
Money Market Funds: An alternative to savings accounts, these funds feature low volatility, investing in Treasury Bills, and short-term government and corporate debt.
Labour Sponsored Funds**: Specialized investments that couple investment in small to mid-sized Canadian companies with preferential tax treatment.
Guaranteed Investment Certificates (GICs): Sold by banks and trust companies, these investments pay interest at a pre-determined rate for a pre-determined term, and may be redeemed before maturity.
Term Deposits: A short-term (30 days to 1 year) locked-in investment with a guaranteed rate.

Unsure of which investments to choose? Let me analyze your current financial situation and help you develop a complete financial strategy, today.

** New shares must be held for at least eight years to avoid repaying tax credits. Commissions, trailing commissions, management fees/expenses may be associated with labour sponsored investment funds. Read the prospectus before investing. Labour sponsored investment funds are not guaranteed, their values will change, and past performance may not be repeated.

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated.

HollisWealth is a trade name of Investia Financial Services Inc.. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through Hollis Insurance Inc..