Individual Investment Solutions

Chart the course on your wealth journey with Individual Investment Solutions. Crafted with precision and innovation, these dynamic strategies allow individuals to cultivate and fortify their finances. Dive into a world of limitless possibilities, where personalized investment options and cutting-edge services merge to sculpt a diversified portfolio perfectly attuned to your ambitions, risk appetite, and time horizon. Let's redefine wealth-building together, setting the stage for your financial success story.

Registered Retirement Savings Plan (RRSP)

At Maximus Rose, we've got your back when it comes to securing your future. With our RRSP investment solutions, you can stash away pre-tax income and watch your nest grow tax-free until you're ready to cash out. It's the savvy way to save for retirement and take charge of your financial future.

Transform your savings into a powerhouse income strategy with Maximus Rose's cutting-edge RRSP to RRIF investment solutions. It's not just planning—it's pioneering the future of financial security.

  • RRSP contributions offer immediate tax benefits, slashing your current tax bill and boosting your savings power.
  • Easily convert your RRSP savings into a RRIF for a smooth transition from saving to retirement income.
  • Enjoy accelerated growth as your investments grow tax-free within your RRSP, helping your money work harder for you.

Tax-Free Savings Account (TFSA)

We're all about unlocking your financial potential. Dive into our lineup of investment solutions, featuring an industry-changing Tax-Free Savings Accounts (TFSAs). With TFSA options in the mix, you're looking at turbocharged growth potential, tax-free. Whether you're plotting a big-ticket buy, dreaming of retirement bliss, or just aiming to supercharge your returns, our TFSA solutions pack the punch you need to crush your financial goals with certainty.

Invest boldly and build your future without limits. Our TFSA solutions can chart a course to financial liberation, enjoying tax-free growth every step of the way. Seize control of your path and pave the way for a future without constraints.

  • Explore a wide range of investment opportunities, from stocks to mutual funds, all within the tax-sheltered umbrella of your TFSA.
  • Experience the thrill of watching your investments flourish without the burden of taxes holding you back.
  • Enjoy the freedom to deposit and withdraw funds whenever you need them, without penalties or restrictions.

Registered Education Savings Plan (RESP)

Prepare your child for success with our Registered Education Savings Plan (RESP). Our RESP allows you to invest in their future education with excitement. Imagine watching your savings grow tax-free, knowing that you're paving the way for their academic journey. With government grants like the Canada Education Savings Grant (CESG), your contributions get an extra boost, propelling your child towards their dreams. Join us in shaping a thrilling future for your loved ones through our cutting-edge RESP solutions.

RESP isn't just about saving for college; it's about investing in their dreams and unlocking endless possibilities. Provide them the freedom to choose their path without worrying about financial constraints. Start building a brighter tomorrow for your child with us today.

  • Secure your child's educational future and alleviate the financial burden of post-secondary education expenses.
  • Access government grants and tax-sheltered growth to amplify your contributions and accelerate your savings.
  • Prepare for your child's educational journey with a flexible and tax-efficient savings plan tailored to their needs.

Locked-In Retirement Account (LIRA)

Discover the potential of your pension plan with a LIRA, designed to give you greater control over your retirement savings. With options such as converting your savings into an income-generating powerhouse, you gain a world of opportunities for wealth accumulation and stability. Our modern and dynamic LIRA options fuel you to take control of your retirement journey, ensuring that every dollar works tirelessly to build the life you've always dreamed of.

With the power to tailor your investments and maximize growth, the LIRA puts you in the driver's seat of your retirement path. Say goodbye to traditional constraints and hello to a modern, exciting way to plan for later on.

  • Transform your pension savings into a dynamic income-generating asset with unique LIRA plans.
  • Enjoy greater control and flexibility over your retirement funds.
  • Take advantage of tax-deferred growth to enhance your retirement savings potential.
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Dive into our case studies to discover real-world examples showcasing how Maximus Rose transforms challenges into triumphs, offering invaluable insights into our innovative solutions and client-centric approach.

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Connect With a Rose Pro

Ready to elevate your business to new heights? Get started by connecting with a Rose Pro. Our dedicated team of experts is here to guide you every step of the way, providing personalized solutions to meet your exclusive needs. Whether you're seeking to streamline operations, boost coverage, or learn more about growth opportunities, our Rose Pros are committed to helping you flourish in today's evolving landscape.