Investments

At Vision Financial Inc., we encourage you to take action to prepare for the future. This includes ensuring that you have a realistic financial plan that will set you on the path to meeting your investment goals.

Whether you are just starting your savings plan or you are already in your retirement years, we will help you develop a strategy that suits your needs and lifestyle. Each of our clients has circumstances unique to them so regardless of age or income, we can help you.

While all of us would agree that winning the lottery would be nice, it is better not to leave your future financial well-being to chance. Get started today with a complimentary review of your portfolio.

Our investment options and services include:

  • Guaranteed Income & Insurance Investment Products
  • Portfolio Management
  • Segregated Funds
  • Annuities
  • UK Pension Transfers

Investment Accounts:
  • Registered Retirement Savings Plan (RRSP)
  • Retirement Income Fund (RIF)
  • Locked-In Retirement Account (LIRA)
  • Life Income Fund (LIF)
  • Tax-Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Non-Registered
  • Corporate Investment Accounts