Saving and Investment - Veltista Financial Services

Saving & Investment

The way you handle these two things can have big implications for your financial success, stress levels and overall wealth.

Savings

Registered Retirement Savings Plan (RRSP)

Registered Education Savings Plan (RESP)

Tax-Free Savings Plan (TFSA)

Estate plan

Mutual funds

Let your money grow

Let us help you achieve your financial goals, and make sure that the money you’ve worked so hard for is now working for you.

Recognize that you have investment options

Investing doesn’t have to be complicated. We’ll guide you every step of the way so you make well informed choices.

Build a plan with an advisor

An advisor can be the difference between keeping you on track and making emotional decisions about your money.

Make your goals a reality

Your investments and savings can help secure the future you want for your family.

Investing can be simple

Investing is an excellent way for you to grow your money. We can help guide you and make sure that your investment choices are always in line with your goals.

Safeguard your investments with segregated funds

Segregated funds can be a good investment choice for you if you like certain guarantees.

View segregated funds >

Let your investments work for you at retirement

We can help turn your investment into a steady income in your retirement so you can finally reap the benefits of all your hard work.

View retirement income >

Grow your wealth with mutual funds

Let us help you get one step closer to achieving your goals by diversifying with mutual funds.

View mutual funds >

We can help you start saving and investing today.

Our team can answer all your questions, understand your situation and help you build a plan.