Secure your future with reliable investments.

We offer professionally managed and diversified portfolios that deliver on performance and protection.

Working With Canada’s Top Insurers.

GET SECURED TODAY.

GET SECURED TODAY.

Our Investment Solutions

Tax Free Savings Account (TFSA)

A flexible savings account that allows you to grown your savings tax-free. Meaning you won’t pay taxes on interest, dividends, or capital gains earned within the account. Available to Canadian residents aged 18 and older.

Registered Retirement Savings Plan (RRSP)

A tax-deferred account designed to help Canadians save for retirement. Contributions to an RRSP are tax-deductible, meaning they reduce your taxable income in the year you contribute. Investments inside an RRSP, such as stocks, segregated funds, or mutual funds, grow tax free until you withdraw them.

First Home Savings Account (FHSA)

A registered savings plan designed to help Canadians save for their first home. Combining features of both RRSPs and TFSAs, contributions to an FHSA are tax-deductible, while withdrawals for a qualifying home purchase are tax-free.

Our Investment Vehicles

Daily/Guaranteed Interest Account

Offering a fixed guaranteed interest rate for a specified term, ensuring stable returns. It’s a secure option for conservative investors who want to protect their principle.

Segregated Funds

Providing the growth potential of mutual funds with the security of insurance. Segregated funds invest in a diversified portfolio of stocks, bonds, or other assets.

Registered Education Savings Plan (RESP)

A tax-advantaged account designed to help Canadian parents save for their children’s post-secondary education. Contributions to an RESP are not tax-deductible, but investments inside the account grow tax-free. The Canadian government also offers the Canada Education Savings Grant (CESG), which matches 20% of annual contributions up to a certain limit.

Payout Annuities

Offering a predictable income, protection against outliving your savings, and can be tailored with options like spousal benefits or inflation protection.

Get Investing In 3 Easy Steps.

  • Together, we’ll craft a personalized investment plan to help you reach your goals, whether it’s retirement, a dream vacation, or both. We’ll consider your initial investment, target amount, timeline, and contributions based on your financial situation.

  • Now we choose your investment products/portfolios that align with your plan and make your money work for you.

  • Once we execute your plan, we'll continually review your portfolios and contributions to ensure we steer clear of tax penalties and make adjustments when needed.

Already Have A Policy?

Contact us for a free policy review. Get a refresher of the policy you currently have.

Mark Solis | Owner/Account Executive

SOLISFINANCIALSOLUTIONS@GMAIL.COM
(416) 570 6852

237 Barton Street Unit 201
Stoney Creek, ON Canada

FAQs

  • Segregated funds are investment products offered by insurance companies that combine mutual fund investments with insurance guarantees. They provide growth potential while offering features such as maturity and death benefit guarantees, as well as creditor protection.

  • Segregated funds typically come with a maturity guarantee (usually 75% to 100% of the principal amount) and a death benefit guarantee. These guarantees ensure that you receive a certain percentage of your original investment at maturity or upon death.

  • While both segregated funds and mutual funds invest in diversified portfolios, segregated funds offer additional insurance features, such as guarantees and creditor protection. Mutual funds do not provide these guarantees but may offer more flexibility in terms of investment options.

  • Yes, you can usually access your money before the maturity date, but early withdrawals may affect your guarantees. It's important to review the terms of your specific segregated fund and consult with your advisor to understand any potential impact on your investment.