Investment & Savings

Clear strategies to grow your wealth and plan for the future

We help you save, invest, and prepare for retirement with confidence—at every stage of life.

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The Big Picture

Why Planning Ahead Matters

Planning your future means stepping back and looking at the big picture.

Where are you today? Where do you want to be in 5, 10, or 20 years?

Many Canadians ask the same questions:

Am I saving enough?

Is my money growing the right way?

Am I using tax-efficient options?

Will I have enough for retirement?

Clear answers lead to better decisions—and peace of mind.

Smart Ways to Save and Invest

We help you choose the right mix of accounts and strategies based on your goals.

Registered Accounts

- RRSPs – Save for retirement and reduce taxable income

- TFSAs – Grow money tax-free with flexible access

- RESPs – Plan early for your children's education

Non-registered Investments

- Flexible investment options once registered accounts are maximized

- Designed with tax efficiency in mind

Retirement Planning Made Simple

Retirement should be something you look forward to—not worry about.

Many Canadians rely on CPP, but it is rarely enough on its own. A strong retirement plan looks at all sources of income and ensures your savings last as long as you do.

We help you:

- Set clear retirement goals

- Build reliable income streams

- Plan for taxes in retirement

- Leave a legacy for the next generation

Get Started

Want to work with us?

Let’s create a personalized financial plan that puts your goals within reach — starting today.

Book a Free Consultation

What People Say

Clients' Voices

Testimonials from our satisfied clients.

Catherine Li

"Katrina is the best insurance advisor I have ever hoped for! She is professional, upfront with everything, and always looking out for us. She has always responded quickly to all my questions and concerns. When I've had life changes..."

Denise Lim

"...Overall, I highly recommend Katrina to anyone in need of life, critical illness, disability insurance. She is professional, attentive, and truly cares about her clients. With her expert advice and great attention to detail, you can be assured that you are in good hands and make the right decision that fits your needs and budget."

"I couldn't be happier with Katrina and what she has set my family up for... Katrina was extremely knowledgeable and she provided us a range of options that best suited our situation. I feel safe knowing that if anything were to happen that my family is protected. I highly recommend Katrina and will continue to recommend her to my friends and family."