CAPITAL PRESERVATION, RETIREMENT INCOME & ESTATE TRANSFER STRATEGIES
At Two Roads Financial Centre we help Canadians make better retirement decisions. We concentrate our expertise on developing personalized investment and tax-efficient strategies to preserve capital for our client’s retirement and estate plans, and maximize family income throughout retirement.
WE OFFER YOU THE BEST GIC RATES FROM ACROSS CANADA
- We accept new clients by referral.
- Our team minimum is $250K in investable assets and/or $100k in GICs.
Every day we shop nationwide to find our clients the highest available Guaranteed Investment Certificate (GIC) rates – with NO FEES – from over 45 banks, trust companies and credit unions.
*GICs are offered through GIC Financial Management Inc., a member of the RDBA.