Invest With Us

We help you achieve your long-term retirement investment goals on your own terms with strategic, low-cost ETF portfolios.

How it works

Getting started is effortless. In fact, it’s as easy as 1, 2, 3… Let’s get started. Our advisors will gladly help you at every stage of your journey.

1- Select your investment portfolio

  • Whether you want a conservative, balanced or growth portfolio, we have you covered. Our low-cost ETF portfolios are expertly diversified and re-balanced to keep you on track.
  • Once you Get Started, we will send you an email with a secure request for information that we will need to open your account.

2- Sign our electronic document

  • Once we have your information, we will send you an e-mail requesting an electronic signature. When signed, we begin preparing your comprehensive retirement plan and customized retirement analysis.
  • We will help you select an optimal retirement date, help you invest in the best tax-advantaged vehicle (RRSP vs. TFSA), optimize income splitting in retirement, conduct a buy-back analysis, consider pension deferrals or transfer values if applicable, and create a tax-effective plan to collect your residual vacation or severance pay.

3- Explore your new retirement plan

  • Once we've completed your document, you can choose to view your retirement plan or you can choose to receive it by email.
  • If you have any questions, we'll be more than happy to help. An advisor will be available if you ever need one. In short, we look into every aspect that makes retirement planning unique for you (a public servant) and help you put a plan in place.

Build a clear plan for retirement with investments that fit your objectives and risk tolerance.

The Franklin Portfolios

We have a portfolio for every risk tolerance, achieve your investment goals on your own terms with our low-cost ETF portfolios. Each portfolio includes a 1% management fee and 0.85% for clients with household assets over $100k.
Franklin Templeton

Conservative Income
ETF Portfolio

For medium-term investors seeking fixed income securities.

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 The Franklin Conservative Income ETF Portfolio provides current income with some long-term capital appreciation by investing primarily in exchange traded funds (ETFs) that invest in Canadian, U.S. and international fixed income and equity securities.

This portfolio is backed by the global expertise and research of Franklin Templeton Canada’s Multi-Asset Solutions team and is the perfect fit for those seeking sustainable fixed income securities.

Equity: 25% | Fixed Income: 75%
  • Sustainable Income
  • Expertly Diversified
  • Backed By Global Expertise
  • Low Management Fees
Franklin Templeton

Core ETF
Portfolio

For investors seeking balance of income and capital appreciation.

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The Franklin Core ETF Portfolio provides a balance between long-term capital appreciation and income by investing in exchange traded funds (ETFs) that invest in Canadian, U.S. and international fixed income and equity securities.

This portfolio is backed by the global expertise and research of Franklin Templeton Canada’s Multi-Asset Solutions team and is the perfect fit for those seeking balance of income and capital appreciation.
Equity: 55% | Fixed Income: 45%
  • Balance of Income and Growth
  • Expertly Diversified
  • Backed By Global Expertise
  • Low Management Fees
Franklin Templeton

Growth ETF
Portfolio

For investors seeking diversified long-term growth of their capital.
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The Franklin Growth ETF Portfolio provides long-term capital appreciation with additional stability derived by investing in a diversified mix of exchange traded funds (ETFs) that invest in Canadian, U.S. and international fixed income and equity securities. This portfolio is backed by the global expertise and research of Franklin Templeton Canada’s Multi-Asset Solutions team and is the perfect fit for those seeking diversified long-term growth of their capital.
Equity: 75% | Fixed Income: 25%
  • Long-Term Capital Appreciation
  • Expertly Diversified
  • Backed By Global Expertise
  • Low Management Fees

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