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Services

Investments

RoyByrns advisors will guide you through investment options based on your unique risk tolerances, market preferences and investment objectives. Create investment plans with the proper mix of account types and investments to achieve your goals.

 

We offer all types of investment accounts which can be tailored to suit your needs:

 

  • Registered Retirement Savings Plans (RRSP)

  • Tax-Free Saving Accounts (TFSA)

  • Retirement Income Funds (RRIF)

  • Life Income Funds (LIF)

  • Registered Education Savings Plans (RESP)

  • Non-Registered Investments

  • Corporately held investment accounts

  • And more

Schedule a meeting. It's easy, fast and secure.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

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

Investments

Insurance

Protect yourself, your business and your family with the best coverage on the market today. Depending on your situation, a RoyByrns advisor can provide you with a range of affordable insurance options.

 

We offer the following programs to individuals, business owners and families

 

  • Life insurance

  • Critical illness insurance

  • Disability insurance

  • Health & Dental insurance

  • Mortgage insurance

  • Accident insurance

  • Travel insurance

  • And more...

Schedule a meeting. It's easy, fast and secure.

Insurance products are provided through multiple insurance carriers.

Insurance

Financial Planning

No matter your financial destination, it should begin with a plan. RoyByrns advisors will help you build a personalized financial plan which enables you to identify goals and take action with a combination of strategies best suited for your circumstances.

 

Once your objectives, risk tolerances and tax circumstances are determined your advisor will make specific recommendations on strategies to preserve capital, manage cash flow, grow assets, minimize taxes and properly plan for retirement and estate transfers.

 

We then continuously monitor your progress in relation to your goals to ensure the plan always stays relevant to your current and future lifestyle goals.

 

 

Schedule a meeting. It's easy, fast and secure.

Financial Planning
Group Benefits
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