SFG - Services - INVESTING
About SFG
SFG is a Financial Services Firm operating since 1988. As Managing General Agents, we act as distribution Partners to Financial Institutions & a Resource Centre for Financial Advisors.
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  •   4226 Blvd St-Jean, Suite 301,
         Dollard-des-Ormeaux, Q.C. H9G 1X5
  •   (514) 620-4226
  •   (514) 620-7002
  •   admin@sfg.ca
  •   http://www.sfg.ca
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Investing

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Can you help me determine an investment strategy?

Yes we can. Sarkissian Financial group has developed a simple approach to help find the right investment strategy for you. Here are just a few points for you to consider. An investment strategy is often based on:


  • Your current age
  • Your planned retirement age
  • Your investment knowledge

Typically, the younger you are, the more volatility you can accept because you have more time for your investments to grow. The further away you are from retirement allows you to handle the ups and downs in the market. As you approach retirement, generally, you would look at investments which have less volatility.

From the spectrum of the investment options you need to choose the investments that best suit your investment strategy. Your options include:
  • Guaranteed Investment Certificates (1)

  • Guaranteed Segregated Funds (3)

  • RRSPs, RRIFs

  • Mutual Funds (2)

  • Registered Education Savings Plans

  • Life Income Funds

1 Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

2 Mutual funds products are offered through Investia Financial Services Inc

3 Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carrier

* Insurance products are provided through multiple insurance carriers

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund prospectus carefully before investing. Mutual fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Need Guidance? Contact an Advisor

  •   4226 Blvd St-Jean, Suite 301
         Dollard-des-Ormeaux, Q.C. H9G 1X5
  •   (514) 620-4226
  •   (514) 620-7002
  • admin@sfg.ca

About SFG

SFG is a Financial Services Firm operating since 1988. As Managing General Agents, we act as distribution Partners to Financial Institutions & a Resource Centre for Financial Advisors.


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