Peak

Corporate Investing

If you are the owner of a small business, or are a self-employed professional, you are well aware that your business decisions have a direct impact on your personal financial well-being.

 

It takes special knowledge and expertise to blend your business interests with your personal financial plan and portfolio in a tax-efficient manner.  At Pippy Insurance and Financial we can offer several products and strategies to benefit you and your company, including the following:

 

  • Guaranteed Investment Certificates
  • Mutual Funds*
  • Segregated Funds
  • Tax- Deferred Investment Options
  • Insured Retirement Plans
  • Individual Pension Plans

 

Corporate_Investing
  *Disclaimer - Mutual funds are provided through PEAK Investment Services Inc. All other products and services are provided through Pippy Insurance and Financial.