Mutual funds, guaranteed income certificates (GICs) and High-Interest Savings Account (HISA) funds are an important part of that financial plan.
A Quadrus advisor doesn’t just provide investment advice; they take the time to learn what’s important to you, your unique needs, financial and personal goals to provide tailored solutions to meet them.
Discover how you can work with a Quadrus advisor to meet your unique goals; whether that’s to help you save money, grow your wealth for the future, or leave a legacy.
Competing financial priorities can make it difficult to save for a child’s post-secondary education, a house or your retirement, let alone a rainy day.
Your Quadrus advisor can:
- Help you plan for big life events like buying a house, saving for your children’s education or planning a wedding
- Suggest options that will help you build your savings faster
- Ensure you’re comfortable with your mix of investments
- Discuss how you're tracking towards your goals
Growing and preserving your wealth requires disciplined planning, measured strategies and prioritization.
Your Quadrus advisor can:
- Provide advice based on your unique situation and how you can meet your goals more quickly
- Explore investment options that provide tax benefits
- Keep investments aligned with your risk tolerance and goals
Create a personalized legacy plan to pass your wealth onto family or donate to charity offering you peace of mind and financial security for future generations.
Your Quadrus advisor can:
- Help make charitable giving part of your financial plan
- Offer the experience of charitable giving through a less-costly, donor-advised fund
- Provide estate and legacy planning guidance