5% Guaranteed Investments - RRSPs, TFSAs, Savings

By: Thom & Associates Financial Planners  02-06-2016
Keywords: Estate Planning, wealth management, retirement planning

The 5% guarantee plan is an investment account: That gives you a minimum of 5% guarantee on your deposits each year there are no withdrawals from your account during Pre-Retirement.....and gives you a guaranteed lifetime benefit amount in Post-Retirement. And even better it resets every 3 years to the higher of 1) account's market value or 2) the GMWB value (deposits +5% annually). As with all segregated funds: This product offers creditor protection, bypasses probate and can be dispersed as you wish much like a trust document. Call us at 250-862-RRSP (7777) to see how this product could work for you.

Keywords: Estate Planning, Financial planner, retirement financial services, retirement planning, wealth management

Contact Thom & Associates Financial Planners

Email

Print this page

Other products and services from Thom & Associates Financial Planners

02-06-2016

Insurance for Individuals, Families and Businesses

Protection Today While Planning for Tomorrow - At Thom & Associates we can help you determine your insurance shortfalls (if any) and find the best product at the best price to fill them.


02-06-2016

Free Consultations

Who needs a robo-advisor when you can talk a real professional for free. At Thom & Associates Financial Planners we never charge a fee for service. Everyone welcome - let's get your financial plan started.


12-11-2015

Tax Free Savings Accounts (TFSAs)

Home of the Stressless RRSP, Thom & Associates offers guaranteed segregated funds for RRSPs, TFSAs, RRIFs, locked in investments and Registered Education Savings Plans (RESPs).