As a Portfolio Manager with Research Capital, I am able to provide you with a full range of products and services:

Client Services

  • Portfolio Analysis and Valuation
  • Customized Financial Roadmap
  • Retirement and Estate Planning

Investments for Income

  • Treasury Bills, money market and GICs
  • Canada and provincial savings bonds
  • Government and corporate bonds and coupons
  • Preferred shares
  • Income Trusts

Investments for Growth

  • Canadian and International Equities
  • Convertible Debentures
  • New Issues

Managed Products

  • Access to Fully Managed Accounts
  • Access to Wrap Accounts

Mutual Funds

  • Domestic and International

Retirement and Tax Deferral Plans

  • Registered Retirement Savings Plan (RRSPs)
  • Registered Retirement Income Fund (RRIFs)
  • Life Income Fund (LIFs)
  • Registered Education Savings Plans (RESPs)
  • Tax Free Savings Plan

Insurance Products & Services*

  • Life Insurance
  • Disability Insurance
  • Annuities
  • Segregated Funds

* Insurance products and services are provided through Research Capital Financial Services Inc. (RCFSI). Research Capital and RCFSI are related through ownership. RCC is a separate legal entity from RCFSI.