Investment Services Mississauga, ON

RRSP, TFSA and Other Savings Plans

Make your savings grow

A retirement savings plan is key to preparing for a comfortable retirement, much like how a Tax-Free Savings Account (TFSA) helps you to save for a holiday or to buy a house. All of these savings vehicles, with the exception of the non-registered savings plan, help you to grow your assets tax-free.

Our plans offer a wide array of options that make managing your retirement savings portfolio easy, including segregated funds that protect your investments from market fluctuations. You also benefit from an integrated savings plan that takes your current and future needs into account.

Check out the various savings plans available and see which one is right for you.

RRSP – Registered Retirement Savings Plan

This plan helps you to save money for your retirement. Anyone under 71 years old with employment or business income is eligible to invest in RRSP. The annual contribution limit is 18% of your last year income. The contribution limit for the year 2019 is $26,500
An RRSP offers multiple tax advantages: not only can you invest money tax-free, you can also deduct all contributions from your taxable income to become eligible for a tax refund.

The benefits of an RRSP

Save for the future

  • Plan your retirement.
  • Buy your first home (HBP).
  • Go back to school (LLP).

TFSA – Tax-Free Savings Account

Available to anyone 18 years or older, the TFSA is a unique savings account that allows you to grow your savings on a tax-free basis for a personal project. An extremely flexible savings vehicle, you may withdraw funds whenever you want without a tax penalty.

Non-Registered Savings Plan

This plan works like a personal savings account. It allows you to save money for a project or to grow your retirement income if you have reached your maximum RRSP and TFSA contribution limits. You get a higher return than on your bank account and have access to our different investment funds.

REGISTERED EDUCATION SAVINGS PLAN

A Registered Education Savings Plan, or RESP, is an investment vehicle available to parents in Canada to save for their children's post-secondary education. The principal advantages of RESPs are the access they provide to the Canada Education Savings Grant and as method of generating tax-deferred income.

You may get $7200 as CESG, $2000 as Canada Learning Bond and as an added attraction an amount of $7500 as Education Bonus.

Our Insurance Services include:

  • Investment Services Mississauga

    Life Insurance

    We offer 3 types of life insurance to meet your needs:

    • Term life insurance
    • Permanent life insurance
    • Universal Life insurance
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  • Investment Services Mississauga

    Critical Illness and Disability Insurance

    We provide Insurance for every situation:

    • Critical Illness Insurance
    • Disability Income Insurance
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  • Investment Services Mississauga

    Mortgage Insurance

    By choosing to insure your mortgage with us, we can offer you several advantages that your lending institution cannot

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  • Investment Services Mississauga

    Travel Insurance

    Make sure you’re covered in case of medical emergencies away from home!

    • 24/7 emergency assistance
    • Multilingual customer service
    • No medical questions for travellers under 60
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  • Investment Services Mississauga

    Super Visa Insurance/Visitors Medical Insurance

    We offer very affordable monthly payment plans.
    To get your Super Visa Insurance/Visitors Medical Insurance,
    call us at (905) 282-9600 | (416) 525-3500

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We also provide other services:

Disability Insurance Mississauga

Why People Trust Ace Financial Group Inc.

  • Disability Insurance Mississauga

    Responsible

    We consider ourselves responsible for the efficacy of our services, purpose and results.

  • Disability Insurance Mississauga

    Flexible

    We are open, genuine and direct with our clients.

  • Disability Insurance Mississauga

    Devoted

    We are always enthusiastic about what we do & devoted to those we serve.

  • Disability Insurance Mississauga

    Affordable

    Our affordable policies will help meet your financial commitments.

Get in Touch with Ace Financial Group Inc.

We provide Insurance Services to clients across Mississauga, Brampton, Milton, Oakville, Markham, Vaughan, Caledon, Hamilton, Guelph

Our Services include: Insurance Services | Estate Planning Services | Mortgage Services

We serve clients across Mississauga, Brampton, Milton, Oakville, Markham, Vaughan, Caledon, Hamilton, Guelph.

Contact Investment Advisor in Mississauga, ON