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Reach your financial goals faster.
With increased flexibility and self-serve options, saving can be easy. Not sure which type of savings account is right for you? Whether you are saving for your child’s education or simply want to grow your investment portfolio, our team will work with you to determine the best choice for your unique needs and financial goals.
A tax-free savings account, or TFSA, is a registered investment program. With this type of account, you can contribute up to $5,500 a year* and choose the types of investments you want to make.
A registered education savings plan, or RESP, allows family members to save for child’s post-secondary education. With rising education costs, this type of tax-sheltered savings account helps you plan ahead for your children’s future.
Unlike registered investments, non-registered investments have fewer restrictions; you can invest as much money as you like, in the investment types that you prefer. These plans aren’t tax sheltered, so you need to report any income you earn on your tax returns.
Mutual funds and segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Cowan Insurance Ltd.
Someone who specializes in personal insurance will call you directly. Our expert advice means you will speak to the right person the first time.
Custom coverage specifically built for you means that Cowan will take the time to learn about your insurance needs.
Cowan is Canadian owned and independent. Your satisfaction is the only outcome we accept. Our clients are at the heart of everything we do and we care about what you care about.
Speak to a Cowan consultant today about how they can help you plan for a better future.