Investments

The advisory team at Cornwall Wealth Management utilizes a broad range of investment vehicles to help manage your wealth, and achieve your financial goals.

We are proud of our relationship with Manulife Securities Incorporated, one of Canada’s foremost independent investment dealers. In particular, we value the resources, market access, and freedom they provide us to better serve our clients.

We have found it helpful to keep the investment process simple, concise and understandable.

Together we can structure the right investment plan

Our process is straight forward, yet ensures your investments are customized and appropriate for you, your family, or your business.

  • Understand your unique needs and objectives
  • Determine your risk tolerance and return expectations
  • Offer suitable investment alternatives
  • Diversify your portfolio
  • Adjust to your time horizon
  • Review your investments regularly

We can help you make the right investment choices. Our goal is to offer advice on a comprehensive selection of appropriate investment options that will benefit your portfolio.

Our investment products and services include:

  • Banking Products – personal and corporate savings and chequing accounts
  • Guaranteed Investment Products (GIC’s & Annuities)
  • Government and Corporate Bonds
  • Equities/Stocks
  • Exchange Traded Funds (ETF’s)
  •  Mutual Funds
  •  Segregated Funds
  •  Education Savings Products (RESP)
  • Group RRSP programs
  • Private Money Management

Because we have access to products from over 70 different companies, you can be confident that we provide objective advice, and investment solutions.

Some of the mutual fund companies we feature include:

  • CI Funds
  • Dynamic Mutual Funds    
  • Edgepoint Wealth
  • Fidelity
  • Franklin Templeton
  • Invesco Trimark
  • Mackenzie
  • Manulife Investments
  • TD Mutual Funds

                                   

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