Invest

Our Approach to Investments

 

We selectively aligned ourselves with a diverse range of strategic partners to offer tailored investment solutions to our clients.  None of our investment partners have an ownership interest in Prairie Wealth, and vice versa.  That's on purpose.  It allows us to collaborate and work in partnership to find the best solutions for our clients, and remain impartial and unbiased.

We focus on our strengths in financial planning and aligning clients with the right investment solutions, and allow portfolio managers to focus on their strengths of managing money - whether for growth, income or preservation of capital.  

 

Some of our key strategic partners include:

 

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Charitable Giving:

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In addition to Traditional Account Types (RRSP, TFSA, RESP) we manage:

 

  • RDSPs (Registered Disability Savings Plan)

    For those living with disabilities, especially young people, RDSPs offer access to incredible government grants that quickly magnify your investment for future needs.  Ask us about this.

  • Corporate Accounts

    Investments for business or holding companies that want to take advantage of corporate income tax rates

  • Individual Pension Plan (IPP)

    IPPs may provide higher retirement savings for business owners and bigger tax advantages than other retirement savings plans

  • Retirement Compensation Arrangement (RCA)

    For affluent professionals, business owners or executives, RCAs can supplement pension and retirement income with other tax advantages.

  • Group RRSP & Pension

    Set up a great benefits plan to attract the right employees and help them save for their future.

  • Savings

    Earn a nice interest on your safe stash of money for short term needs or emergencies