- Open Hours (Mon - Fri: 9.00 am - 5.00 pm)
- [email protected]
- Unit #111, 1803 – 91 St SW, Edmonton
Investments
Investments
Grow Your Wealth
Through Strategic Investments
At Sai Insurance Broker in Edmonton, Canada, our investment services include segregated funds, annuities, RESP, RRSP, FHSA, and TFSA. We help Alberta residents build and protect their wealth with personalized strategies that leverage Canadian tax benefits.
Description
Investing is about making your money work for you. Sai Insurance Broker in Edmonton offers a suite of investment products tailored to your goals, including segregated funds for protected growth, annuities for steady income, and registered plans like RESP, RRSP, FHSA, and TFSA for tax-efficient savings.
Our team considers Edmonton's local market conditions and your personal circumstances to create diversified portfolios that balance risk and reward, ensuring compliance with Canadian financial regulations.
Our Investment Options
01 Segregated Funds
Segregated funds combine investment growth potential with insurance protection, offering creditor proofing and maturity guarantees, suitable for Edmonton investors seeking security in volatile markets.
02 Annuities
Annuities provide guaranteed income for life or a set period, ideal for retirement planning in Edmonton, converting savings into reliable payments to supplement pensions.
03 RESP (Registered Education Savings Plan)
RESP allows tax-deferred growth for education savings, with government grants like CESG, perfect for Edmonton families planning for children's post-secondary costs in Canada.
04 RRSP (Registered Retirement Savings Plan)
RRSP offers tax-deductible contributions and deferred growth for retirement, helping Edmonton residents reduce current taxes while building a nest egg.
05 FHSA (First Home Savings Account)
FHSA combines tax-deductible contributions with tax-free withdrawals for first-time home buyers, tailored for young Edmontonians navigating Alberta's real estate market.
06 TFSA (Tax-Free Savings Account)
TFSA provides tax-free growth and withdrawals for any purpose, offering flexibility for Edmonton investors to save for short-term goals or supplement other plans.