As a Portfolio Manager with Research Capital, Janice can provide you with a full range of products and services:

Services:

  Wealth Planning*
  Holistic Investment Management
  Tax Smart Investing
  Custom Tax Reporting
  Estate Planning*

Account Types:

  Taxable, Cash and Margin accounts
   Registered Retirement Savings Plans (RRSPs)
  Locked-in Retirement Accounts (LIRAs)
   Registered Retirement Income Funds (RRIFs)
  Life Income Funds (LIFs)
   Registered Education Savings Plans (RESPs)
   Tax Free Savings Plans (TFSAs)
   First Home Savings Accounts (FHSAs)

Sample of available investment products:

  Treasury Bills, money market and GICs
  Government and corporate bonds and coupons
  Preferred shares
  Canadian, US and International Equities
  Convertible Debentures
  New Issues
  Mutual Funds and Exchange Traded Funds
  Accredited Investor products
  Private Equity

Insurance Products & Services*:

  Life Insurance
  Disability Insurance
  Annuities
  Segregated Funds

* Insurance products and services and Wealth Plans are provided through Research Capital Financial Services Inc. (RCFSI).