Investing is Vital to Get to Where You Want to be Next

CM Financial Group can help you design and choose from among many options, and customize solutions to fit your financial capabilities. We will save you time and money looking for suitable options to build your portfolio, obtain competitive returns and grow your wealth.

Having an investment plan in place early in life helps you to achieve your targets at a steady, measured pace. As your portfolio grows, your capability to take advantage of opportunities, when they arise, increases.

Put our knowledge of financial products and services to work for YOU.

What Investment Choices Do You Have?

Following is a list of investment accounts we can help you set up:

Registered Retirement Savings Plan (RRSP)
Registered Education Savings Plan (RESP)
Registered Disability Savings Plan (RDSP)
Registered Retirement Income Fund (RRIF)
Guaranteed Minimum Withdrawal Benefit (GMWB)
Tax Free Savings Account (TFSA)
Non-Registered Investment Plan
Group RRSP and TFSA

Making Investing a Habit

Whether you are starting out or are well established,  it is a good idea to maintain the habit of paying yourself first.

CM Financial Group can help fine tune your goals, work with your budget and set realistic targets. What are your priorities?

Keep in mind that small savings can add up to big money over time. It’s easier to save $10,000 or $50,000 or $100,000 in small increments over time than it is to save them at once.

Phasing Your Investment Choices

CM Financial Group will recommend the phasing of your choices to enable you to leverage the financial tools that are available to you, to your advantage, over time.

Whether your goal is to send your kids to college or to retire on a yacht in a golden sea, timely investing is essential to getting you where you want to be.

CM Financial Group will suggest opportunities to diversify your investment. Along the way, you will encounter numerous questions, such as:

  • whether to pay down debts versus saving
  • whether to pay down the mortgage or invest in the stock market
  • a mutual fund versus a segregated fund
  • whether to withdraw from your RRSP versus your TFSA
  • whether to invest in an annuity or a Registered Retirement Income Fund (RRIF), or a Guaranteed Minimum Withdrawal Benefit (GMWB)

We are available to help you!

Meet Monica


The services of providing mutual funds are offered through
3i Financial Investment Services Inc.


All products and services are offered through
CM Financial Group