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Investments

The implementation of your financial plan - created for you by your Rogers Group Financial advisor - may result in portfolios containing several different investment types and account structures.

The following is a list of some of the different types of financial products available to our clients:

AccountsInvestments
Non-Registered
RRSP and Spousal RRSP
RRIF and Spousal RRIF
Education Savings (RESP)
LIRA
LIF
Individual Pension Plan (IPP)
High-Yield Interest Accounts
Guaranteed Investment Certificates (GICs)
Stocks and Bonds
Mortgage-Backed Securities
Life Annuities
Mutual Funds
Segregated and Pooled Funds
Income, Real Estate and Royalty Trusts
Exchange-Traded Funds (ETFs)

Securities (including mutual funds, stocks and bonds) and some GICs are offered through Rogers Group Investment Advisors Ltd. All insurance products (including segregated funds, pooled funds and annuities) and some GICs are offered through Rogers Group Financial Advisors Ltd.

Please contact your financial advisor should you wish additional information about how these different accounts and investments may (or may not) be appropriate for your portfolio.


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