Peak

Personal Investing

Pippy Insurance and Financial is an independent firm with two professionally qualified financial advisors on staff. This gives us the freedom to survey the marketplace and determine those financial solutions that best fit your unique objectives.

 

We evaluate your individual risk tolerance and build a risk-adjusted investment portfolio that will maximize long-term growth in a tax-efficient manner. We will make necessary adjustments to your asset allocation if there are material changes in your financial situation or your investment objectives.

 

Some of the investment products available to you through Pippy Insurance and Financial include include:

  • Deposits
  • Guaranteed Investment Certificates
  • Mutual Funds*
  • Segregated Funds
  • Guaranteed Income Products
  • Annuities

 

These can be held within a variety of invesment accounts including:

  • Investment Plans
  • Registered Retirement Savings Accounts (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Registered Education Savings Plans (RESP)
  • Tax Free Savings Accounts (TFSA)

     

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