Capital Estate Planning has searched a world of financial institutions including banks, trust companies, investment funds and pensions funds to bring you top quality products. We are proud to present over 34 non-registered funds under the descriptor titles of Asset Allocation Funds; Balanced Funds; Canadian Equity Funds; Cash and Equivalent Funds; Fixed Income Funds; Foreign Equity Funds; and Special Equity Funds.
For more detailed and current information about each available fund, visit the Detailed Fund Descriptions page. Printable information sheets (.pdf with graphics) regarding the fund performances are available there.
As you ride down the road to retirement, make sure it's not on a unicycle. Think tricycle - or at the very least, bicycle - to ensure your retirement income includes both registered and non-registered investments to finance your retirement expectations. A well balanced financial portfolio includes savings over and above government RRSP limits as an integral part of your retirement plan.
Contact us today to see how we can help group your portfolio of Non-Registered Investments!