Investing
With endless options available to you investing can sometimes seem overwhelming. We are here to help guide you down the right path for what you would like to achieve in a tax efficient manner.
Whether you are looking to just get started, help with accumulation or even structuring retirement or the estate appropriately, we are able to provide you with the advice and solutions you need. Even if you are just looking for a second opinion to ensure you are on track, we are happy to help.
- RRSP
- TFSA
- GIC
- RESP
- RDSP
- Non-Registered
- LIRA
- RRIF
- LIF
- GIO
- Open Accounts
- Annuities
Mutual Funds
Mutual funds allow you access to professional fund managers and wide variety of investment choices.
Segregated Funds
Segregated funds allow you to grow your money all while having the protection of an insurance component tied in. With different guarantees to choose from you can find a policy that works for you.
Savings & Growth
Let’s put together a plan to reach your goals for savings and net worth growth.
Retirement Planning
Plan for retirement with confidence knowing that you are financially prepared and have a plan to follow.
Brokerage Solutions
We can help with a variety of brokerage services to meet your investing needs.
Get in Touch
Your financial future is shaped by the action you take today. We're here to provide you with unmatched service and a highly personalized approach to reaching your financial goals.
Phone: 705-742-RISK(7475)
Email: info@uncovertherisk.com
Address:
18 – 347 Pido Road
Peterborough, ON
K9J 6X7
Disclosure: Insurance products, including segregated fund policies, are offered through Uncover the Risk Financial, and Investment Representatives Mike English, Kate Miljevic, Paul George, Robert Kloosterman and Mark Jossul offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
