Investments - AKG Financial

By: Akg Financial  09-12-2011
Keywords: financial advisor, financial plan, Financial Products

The implementation of your financial plan - created for you by your AKG Financial advisor - may result in portfolios containing several different investment types and account structures.

The following is a list of some of the different types of financial products available to our clients:


  • Non-Registered
  • TFSA (Tax-Free Savings Account)
  • RRSP and Spousal RRSP
  • RRIF and Spousal RRIF
  • Education Savings (RESP)
  • LIRA
  • LIF
  • Individual Pension Plan (IPP)
  • Mutual Funds
  • Labour Sponsored Funds
  • Mortgages

Please contact your financial advisor should you wish additional information about how these different accounts and investments may (or may not) be appropriate for your portfolio.

Keywords: financial advisor, financial plan, Financial Products

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Other products and services from Akg Financial


Financial Planning - AKG Financial

Our advisors will consider the integration of government-sponsored income plans with your personal portfolio in order to structure your retirement income in the most efficient manner possible. These specific circumstances drive the customized financial plan we create for each client, and that plan may include elements from any / all or several different planning areas.


Insurance - AKG Financial

Please contact your financial advisor or make a general inquiry should you wish additional information about how these programs might be integrated with your personal risk management or estate plan. In addition to meeting personal planning needs, life insurance can also play a large role in addressing business risk management and succession planning.


An Overview of Our Services

As a provider of comprehensive financial advice and quality financial products, AKG Financial maintains an objective, planning-based approach to delivering financial peace of mind to every client - through personalized and customized financial solutions. To ensure your financial plan is on-track, and to keep you informed and up-to-date, we provide annual financial reviews, and regular, consolidated reports of your financial holdings.