Queensbury Securities Inc.
Providing Financial Advice That’s Right for You
At Queensbury Securities Inc., We are committed to providing exceptional financial planning services to all clients in Surrey. I utilize a personalized approach based on your priorities to develop a plan that will help you reach your goals.
In addition, we will also help you understand the financial implications of events that will happen throughout your life. Your needs will eventually evolve, so we will be there to assist in making necessary adjustments. This will ensure the overall pace and progress of your financial plan.
Financial Services
We can assist in handling various aspects of your finances. You can rely on us to help with your investment, retirement, provide general tax information, or education savings planning. Aside from that, we also work on portfolio performance reviews and cash flow projections.
Equity Products:
Fixed Income Products:
Financial Services:
- Common Shares
- Exchange Traded Funds (ETFs)
- Preferred Shares
- Mutual Funds
- Rights
- Trust Units
- Real Estate Investment Trusts (REITs)
Financial Services:
Fixed Income Products:
Financial Services:
- Retirement Planning
- Investment planning
- Education Savings Planning
- Portfolio performance reviews
- Cash flow projections
- General Tax Information and Planning
Fixed Income Products:
Fixed Income Products:
Fixed Income Products:
- Guaranteed Investment Certificates (GICs)
- Corporate Bonds and Debentures
- Mortgage-Backed Securities
- Bond and Money Market Mutual Funds
- Stripped Coupons and Residuals
Non- Registered Accounts:
Non- Registered Accounts:
Non- Registered Accounts:
- Cash
- Margin
- Fee-based or Wrap accounts
- Multiple Currency
Registered Accounts
Non- Registered Accounts:
Non- Registered Accounts:
- Tax-Free Savings Accounts (TFSAs)
- Retirement Savings Plans (RSPs)
- Retirement Income Funds (RIFs)
- Registered Education Savings Plans (RESPs)
- Life Income Funds (LIFs)
- Locked-In Retirement Income Funds (LRIFs)
- Locked-In Retirement Savings Plans (LRSPs)
- Locked-In Retirement Accounts (LIRAs)