With years of experience in the financial services industry, Accountable Inc. Wealth & Asset Management arms clients with solid financial plans, diversified portfolios and creative income strategies. We offer a comprehensive range of investment products and a successful process for building and managing wealth. The following are features of our key investment solutions.
Fixed income strategies can be an important part of your investment portfolio. WE will work with you to identify the best options available.
Annuities provide a pivotal income stream that will continue as long as you need it. There are several annuity options that can offer you substantial returns while still providing the same level of risk as a GIC or bond. Accountable Inc. Wealth & Asset Management will customize a Guaranteed Life, Term Certain or Prescribed Annuity, depending on your priorities and situation.
Moreover, we specialize in structuring various types of insured annuities by pairing an annuity with a life insurance contract. The result is often a significant increased yield on your investments in a tax effective manner, with no risk, and the full return of your capital in your estate.
Combining the growth potential of a mutual fund with the security of a life insurance company guarantee, segregated funds are a practical investment solution that can guarantee your principal, protect you from market losses and provide significant estate benefits.
Syndicate mortgages allow you to have direct collateral for your investment and ongoing returns from the interest earned by the mortgage, with the ability to earn higher returns through a deferred lender fee while still maintaining solid security and collateral on their principal investment.
With their ability to reduce taxes, provide income and ensure money is in good supply when you retire, RRSPs and RRIFs are very popular with our clients. Our advanced technical expertise and planning strategies will help address your unique RRSP and RRIF requirements.
This flexible, tax free savings investment tool provides a unique way to bolster your savings. Accountable Inc. Wealth & Asset Management will help you determine top TFSA investment opportunities.
Contributions in an RESP grow surprisingly quickly when they are invested properly. We can help you select stellar investment options for this crucial savings account that will help pay for your children’s post secondary education.
Offering guaranteed retirement income for life with automatic income resets and retirement income privileges that adapt to changing retirement plans.