Investing Wisely - Financial Strategies and Concepts

At Regent Financial we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business.

Investments:

  • Guaranteed Investment Funds
  • Guaranteed Interest Contracts
  • Term Deposits (Cashable GICs)
  • Annuities
  • Mutual Funds
  • Tax Free Savings Accounts

Banking:

  • Guaranteed Investment Certificates
  • Short Term Guaranteed Investment Certificates
  • High Interest Accounts
  • Leveraged Loans
  • RRSP Loans
  • Lines of Credit
  • Mortgage Insurance
  • IRP Line of Credit
  • Tax Free Savings Accounts

Insurance:

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Living Care Benefits
  • Group Benefit Packages
  • Health & Dental Coverage
  • Travel Insurance

The following are some of the strategies that we offer:

  • In-Trust Investments
  • Estate Conservation and Protection
  • Non-Registered Investments
  • Registered Retirement Savings Plans (RRSPs)
  • RRIF, LIF, LRIF, PRIF
  • Leveraging
  • Registered Education Plans (RESPs)
  • Insured Retirement Portfolios
  • Estate Bonds 

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