Investments - ACPI

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Our Investment Philosophy

STRONG DIVERSIFICATION
LOW COST
TAX EFFECTIVE

We are an independent financial advising company and our financial advisors practice an active, risk-conscious approach to investing.

Our independence allows us to provide you with exactly what you need, regardless of which company it is obtained from. We work for you, in your best interest only and offer you meaningful and actionable advice.

Our Financial

Services & Products

Registered Retirement Savings Plan

A Registered Retirement Savings Plan or RRSP is a type of investment account primarily used for personal retirement savings. 

There is a list of criteria and restrictions as mandated by the Canadian Income Tax Act that qualify this type of account. There are rules that determine the maximum annual contributions, the timing of the contributions and the claiming of the contribution tax credit, the assets allowed and the eventual conversion to the Registered Retirement Income Fund (RRIF).

 

Tax Free Savings Accounts

Effective January 1, 2009, Canadian residents (age 18+) have been able to contribute annually to a Tax Free Savings Account (TFSA).

A TFSA allows you to invest and save up to $6000 a year without paying tax on any earnings that may accrue. The income earned on the amount contributed is tax-free, even when it is withdrawn. A TFSA can be used to enhance your overall financial plan and help you to save for both long and short term goals. 

Registered Education Savings Plan

A Registered Education Savings Plan (RESP) is a tax-sheltered plan that helps you save for a child’s post-secondary education. An RESP combines flexibility, tax deferred investment growth and government assistance to help reach education savings goals.

Non-Registered Accounts

Cash Investment Accounts

Eligible Investments Include:

Stocks
Bonds
ETFs
Mutual Funds
GICs
 

Client Experience

At TF Wealth, we value our relationships, the integrity of our actions and the care we take with each individual client.

We work with you to understand your personal and financial goals and, based on those goals, we work together to develop financial strategies that help you to achieve what is of greatest importance to you.

Securities products are provided by TF Wealth Management, a trade name of Aligned Capital Partners Inc. Steve Tate and Deb Tate are agents of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Steve Tate and Deb Tate are both registered to transact in securities products in the province of BC.

Website Disclaimer

This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances.

This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.

The information contained on this website is subject to change without notice. The owner and publisher of this website are not liable for any inaccuracies in the information provided.