At Sun Plus Financial Advisor, our investment approach is built around clarity, discipline, and long-term outcomes. Whether you are growing wealth, saving for education, or preparing for retirement, we align your investments with your goals, time horizon, and risk comfort.
Registered Investment Accounts
Registered plans offer powerful tax advantages and form the foundation of most financial strategies.
Registered Retirement Savings Plan (RRSP)
- Individual RRSP
- Spousal RRSP
- Group RRSP
Helps reduce taxable income today while building retirement savings.
Tax-Free Savings Account (TFSA)
Grow and withdraw investment income tax-free, with full flexibility.
Registered Education Savings Plan (RESP)
- Individual RESP
- Family RESP
Save for a child’s education and benefit from government grants.
Registered Disability Savings Plan (RDSP)
Long-term financial security for individuals with disabilities, supported by government incentives.
Non-Registered Investments
Ideal for investors who have maximized registered accounts or want flexible access to funds.
- High-Interest Savings & Cash Solutions
- Guaranteed Investment Certificates (GICs)
- Income-Focused Portfolios
- Balanced Investment Portfolios
- Growth & Equity Portfolios
Designed for tax efficiency, liquidity, and steady growth.
Managed Investment Solutions
Professionally managed options for investors who value structure and diversification.
- Mutual Funds
- Segregated Funds
- Estate Protection
- Creditor Protection
- Guaranteed Death & Maturity Benefits
- Risk-Based Model Portfolios
- Conservative
- Balanced
- Growth
Retirement & Income Strategies
Turning savings into sustainable income requires careful planning.
- Retirement Income Planning
- Systematic Withdrawal Strategies
- Annuities
- Immediate Annuities
- Deferred Annuities
- Pension & Retirement Optimization
Focused on income stability, longevity risk, and peace of mind.
Business & Corporate Investment Solutions
Tailored strategies for business owners and incorporated professionals.
- Corporate Investment Accounts
- Corporate Cash Management
- Tax-Efficient Investment Strategies
- Retirement Planning for Business Owners
Responsible & Strategic Investing
For clients seeking purpose alongside performance.
- ESG (Environmental, Social & Governance) Investing
- Low-Volatility Strategies
- Long-Term Growth Themes
Investment Advisory & Planning
Every investment decision is supported by proper analysis and ongoing guidance.
- Risk Tolerance Assessment
- Portfolio Reviews & Rebalancing
- Tax-Efficient Investment Planning
- Long-Term Wealth & Legacy Strategies
At Sun Plus Financial Advisor, investing is not about chasing returns — it’s about building confidence, control, and financial independence over time.