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Secure Your Financial Future

Take care of your family by building and preserving your financial and personal legacy.
Solid returns while preserving your hard earned capital and savings.
Let us earn your trust with stable performance, capital preservation and tax strategies.

Benefits and Features

• Investments in RRSPs, TFSAs, Non-registered, corporate and other accounts are available – i.e. more flexible than a pension.
  Note: An individual Portfolio normally starts at $350,000 of cash or transferred assets. Terms and fees improve when the portfolio reaches $1 million in assets. Also see Terms.
• Existing RRSPs, TFSAs, Non-registered, corporate and other types of accounts can be transferred. Contact Almega
• Reduced risk with diversification in public market (stocks, bonds) and private market (equity, real estate, infrastructure, other) investments.
• Geographic risk reduction with investment in Canada and the U.S.
• Contribute more or less to your plan one time or recurring. Contact Almega
• Withdraw money when you have a need (RRSPs subject to withholding tax).
• Ask us about our “Estate Tax Saver” which offers potential savings of hundreds of thousands $$$ (if you’re near or over 50, talk to us). Contact Almega
• Family members (i.e. children) can receive the same benefits and features with a portfolio less than $350,000. Contact Almega
• Other services available including health plans, insurance plans, estate planning and budgeting resources. Contact Almega