Saving and Investing
Financial Growth Strategies
Dividend-Paying
Whole Life Insurance
Dividend-paying whole life insurance is one of the most powerful savings and tax savings strategies. A properly structured policy offers a guaranteed death benefit and savings account that grows annually while your premiums stay level. This wealth building strategy will likely pay out dividends on an annual basis as well. Using this strategy keeps your money out of risky markets, guaranteeing you safe and stable growth. It acts like a TFSA but with many additional benefits.
Professionally Managed Money
Investing with portfolio managers gives you access to alternative asset classes, specialized money managers, and preferred investments not generally available to the investing public. Professionally managed money has long been used by corporations, trusts, endowments, pension plans and high net worth investors.
We would love to give you access to some of these portfolio managers, helping you reach your long-term goals with less risk and volatility. These opportunities are eligible for cash investments, RRSP’s, TFSA’s, RIF’s, LIRA’s and transferring existing accounts into these investments is a straight forward process.
At Fresh Ground Financial, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral agreement with KAI Asset Management Inc. whereby we introduce our clients to the benefits of having a fully discretionary managed account. For more information about KAI Asset Management Inc. and the services they provide, please contact us or visit their website at www.kaiasset.com. Recent market commentaries can be found at: www.kaiasset.com/market-commentaries.
Contact us if you have any questions or would like more info
on these and other wealth building strategies.