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.