Phone: 204-523-4922 Toll Free: 1-866-355-8292

Fax: 204-523-7117

532 Broadway Ave

Killarney, MB, R0K1G0

Hours of Operation

Monday - Friday

8:30 - 5:30
Saturday

9:00 - 4:00

Closed Sunday & Statutory Holidays

Mutual funds are distributed through Desjardins Financial Security Investments Inc.

Life and health insurance products are provided by Lewis and Jones Group. 

Real Estate is not done through or affiliated with Desjardins Financial Security Investments Inc.
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Plan for the Future

You earn to save and save to grow. However, the recipe for securing a solid financial future isn't always this easy.

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Defer Tax and Save for the Future

You earn to save and save to grow. However, the recipe for securing a solid financial future isn't always this easy.

As an investor who works hard to make the most of each pay cheque, you know taxes can swallow up a significant portion of your earnings. That's why we work to help investors find ways to defer tax and grow their investments. It's a save now, pay later approach allowing you to lay the foundation for a strong financial future.

We are committed to putting more money in your pocket – and this includes reducing what you pay in taxes. It’s wealth management at its best. Count on us to take you through a number of tax-savvy strategies including:

  • Spousal income splitting to move into a lower tax bracket

  • Contributing to RRSPs, TFSAs and RESPs for tax-deferred growth and savings

  • Investing in labour-sponsored funds offering both federal and provincial tax breaks

Plan for the Next Generation

You want the best for your children and grandchildren. So do we. As our future, providing young people with the resources necessary to reach their potential is key. But, as the costs of higher education continue to rise, it becomes more and more important to find solutions that ensure these goals are attainable.

We're committed to helping you fund your child's post-secondary education. We're committed to transforming aspirations into achievements.

To prepare for the expense of it all, it's important that you familiarize yourself with how much it will cost to provide your children or grandchildren with higher education, and if you can take advantage of available government grants. From there, you can choose from a variety of RESP plans available from us. Tailored to your unique needs, an RESP plan is your investment in the future.

We will help you:

  • Develop a plan to help you save for your children or grandchildren’s higher education goals

  • Set-up and RESP (Registered Education Savings Plan)

  • Select a diversified portfolio of investments designed to further your education savings goals

  • Ensure your plan remains on track with your goals by meeting regularly to review and rebalance the RESP

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