Investment

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Your financial needs and priorities are always changing throughout your life. Whether you’re just starting out and learning to invest, saving for your future, thinking about retirement, or already retired, it’s important to understand all the options available to you and actively plan ahead to reach your goals.

The Boulos Financial group provides you with a variety of comprehensive investment solutions that can help you enjoy today while preparing for tomorrow. From long-term growth, capital preservation, to a sustainable income stream in retirement, our investment solutions allow you to create an investment portfolio that is as unique as you are. Explore the Investment sections to learn more, then contact your advisor to talk about how our solutions can help.

Life Annuity

Guaranteed Investment Certificate

Segregated Funds

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Learn more about investments

Find out what Canadians are saying about debt…

Homeowners indicate they are more comfortable with debt than their parents were, Manulife Bank of Canada survey shows Waterloo – Four in ten homeowners (39 per cent) indicate they’re more comfortable with debt compared to their parents, versus just one in eight (13 per cent) who feel they’re less comfortable. The perceived gap in comfort level […]

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Manulife Bank – Manulife One is simple and sensible

Today’s banking: complicated and expensive The traditional approach to money management means that each month, millions of people across Canada go through financial hoops to meet all their expenses, pay their bills, cover borrowing costs and (try to) put something away into savings accounts and investments. Does your month look something like this? Traditional banking has you managing daily finances by depositing your income into […]

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Manulife – Reduce your taxes and keep more of your money

There are a variety of ways to reduce the amount of income tax you pay and keep more of your money at tax time. By taking advantage of all possible tax deductions and credits, you’ll free up more money to put towards your investments, your emergency savings, or other important goals. Federal income tax rules […]

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Canada Life – Retirement and Investment Products

Retirement and Investment Products Through all the stages of your life you should have one-stop access to all the investment solutions you need. We provide just that with access to: Over 50 segregated funds 15 different investment management companies Guaranteed interest terms Registered retirement savings plans (RRSPs) We can help you create an investment portfolio […]

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Manulife PensionBuilder

Building guaranteed income for retirement Manulife PensionBuilder is a straight-forward, low-risk investment that allows you to convert some of your retirement savings into a source of dependable income that you can’t outlive. Whether you’re building for your retirement or are in the retirement stage of your life, you can look to Manulife PensionBuilder to supplement […]

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Manulife Debt Management Centre

Debt Management Resource Centre When Manulife Bank asked Canadians who provides them with advice and guidance on debt and day-to-day finances: • 60% of respondents said no one • 21% said their financial advisor • 12% said an in-branch bank representative •  5% said family and friends •  2% said an accountant, lawyer or real estate professional So, if you’re […]

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Three common RRSP mistakes you’ll want to avoid

Tim Cestnick is president of WaterStreet Family Offices, and author of several tax and personal finance books. tcestnick@waterstreet.ca We all make mistakes. I think about Joseph O’Callaghan, who robbed the guard of an armoured car in 2011. He stole the guard’s cash box, was caught, and was sentenced to nine years in prison by a […]

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Manulife: Portfolio Manager Market Outlook

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Empire Life-Segregated Fund Investments

Empire Life segregated fund policies can give you the growth potential of investment funds with the security of insurance guarantees. Our Funds are managed using a conservative, value-oriented, disciplined investment approach with the goal of building and protecting your wealth. Are Empire Life segregated funds for you? Empire Life segregated funds may be the solution […]

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Transamerica-SPIA- Concerned about funding your retirement?

Transamerica’s Single Premium Immediate Annuities (SPIAs) provide a guaranteed income to the annuitant for the annuitant’s lifetime or for a specified period of time in return for a lump sum of money. Along with competitive rates and a wide range of options, Transamerica SPIAs provide many benefits to help you reach your income goals. Transamerica […]

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