Take Your

Financial Plan

to New Heights

Think about your goals and call for a meeting!


Registered Retirement Savings Plan (RRSP)

Being adequately ready for retirement requires professional planning. Money Advisors can help you gather important information to develop an RRSP (Registered Retirement Savings Plan) strategy that you can follow.

Investment vehicles helping you reach your goals at any stage of your life:

  1. Non-registered savings plan
  2. TFSA: Tax-Free Savings Account
  3. RRSP: Registered Retirement Savings Plan
  4. RESP: Registered Education Savings Plan
  5. LIRA: Locked-in Retirement Account
  6. RRIF: Registered Retirement Income Fund
  7. LIF: Life Income Fund

Develop a

Registered Retirement Savings Plan (RRSP) Strategy

Consider these facts, according to The Industrial Alliance Group (IAG)

76% of Canadians do not contribute to their RRSP

Government plans provide approximately 37% of retirement income

33% of home owners are considering selling their home to finance their retirement

28% of people between the ages of 42 and 60 have less than $100,000 in savings

20% of people who have reached retirement age are considering semi-retirement due to lack of income

One out of five baby-boomers has no retirement savings

Security - Money Advisors offers RRSP with safety nets to ensure that your plan in successful

Capital protected up to 100% against market fluctuations and a guaranteed minimum value that may reach or exceed amounts invested

Possibility of credit protection for your investments

Choice of beneficiary to facilitate the transfer of amounts saved

Additional protection of your investments by ASSURIS (a non-profit organization that protects Canadian insureds should their insurance company become insolvent)

Under the CID benefit (contribution in the event of disability), to which you can subscribe within your contract and the company will cover your RRSP contributions in the event of a disability

Let Money Advisors planners help you with your retirement goal

For your saving and retirement needs, we offer a flexible range of products to maximize your savings. One of the main advantages of proper RRSP plans are that they combine 4

key advantages:

  1. Security
  2. Flexibility
  3. Diversification
  4. Performance

Simplify management of your retirement savings portfolio and save valuable time

Thanks to the investment vehicles and retirement income options available through our partners, you can build a personalized savings plan alongside your current and future needs. Money Advisors share our vast range of investment funds to determine which ones can help you reach your financial goals. Maximize the return on your savings and

maintain control over your investments.

Our investment tools are designed to adapt to your savings needs and goals, regardless of your investment horizon.

Tax Planning and Preparation, Tax preparation is provided by Cathie Orfali, Lydia Niyonkuru, Adrian Frei, Marva Brathwaite. Fees charges are based on the complexity of the tax return prepared.



Book a Seminar with Cathie Orfali

President, Money Advisors


Take Your Financial Plan to New Heights!

Think about your goals and call for a meeting!

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