INVESTMENTS
Creative Solutions. Expert Advice.
With our full-time financial analyst and more than 20 years of experience in the financial services industry, Hanser Financial arms clients with solid financial plans, diversified portfolios and creative income strategies. We offer a comprehensive range of investment products and a successful process for building and managing wealth. The following are features of our key investment solutions.
GICs – Fixed income strategies can be an important part of your investment portfolio. Hanser will work with you to identify the best options available.
Mutual Funds – At Hanser, our role is to find the best-in class mutual fund managers to manage and build your wealth. We provide a broad range of mutual funds to choose from including Canadian, U.S. and foreign options. We ensure clients receive expert advice and analysis to help them invest in mutual funds with a proven track record of success. All mutual funds provided through FundEX Investments Inc.
Annuities – Annuities provide a pivotal income stream that will continue as long as you need it. There are several annuity options that can offer you substantial returns while still providing the same level of risk as a GIC or bond. Hanser will customize a Guaranteed Life, Term Certain or Prescribed Annuity, depending on your priorities and situation.
Moreover, Hanser Financial specializes in structuring various types of insured annuities by pairing an annuity with a life insurance contract. The result is often a significant increased yield on your investments in a tax effective manner, with no risk, and the full return of your capital in your estate.
Segregated Funds – Combining the growth potential of a mutual fund with the security of a life insurance company guarantee, segregated funds are a practical investment solution that can guarantee your principal, protect you from market losses and provide significant estate benefits.
RRSPs and RRIFs – With their ability to reduce taxes, provide income and ensure money is in good supply when you retire, RRSPs and RRIFs are very popular with our clients. Our advanced technical expertise and planning strategies will help address your unique RRSP and RRIF requirements.
TFSA – This flexible, tax free savings investment tool provides a unique way to bolster your savings. Hanser will help you determine top TFSA investment opportunities.
RESP – Contributions in an RESP grow surprisingly quickly when they are invested properly. We can help you select stellar investment options for this crucial savings account that will help pay for your children’s post secondary education.
Private Equity Investments and Hedge Funds – With high and ultra high net worth individuals as our core clientele, Hanser offers investment opportunities that are most appropriate for this group, including private equity investments and hedge funds. For more information, please contact Paul Habert in our office.
