Our team at Kayal Financial Solutions utilizes a broad range of investment vehicles to help manage your wealth and achieve your financial goals. We work together to structure the best investment plan for you. It's straight forward and ensures your investments are customized to your needs, your family's and your business's.
The steps we take:
- We learn what your accumulation goals are and your objectives
- We get you started beginning with a comfortable amount to invest and adding to this over time
- We use tax shelters to receive tax deductions and tax sheltered growth
- We determine your risk tolerance and return expectations
- We diversify your portfolio
- We find the most suitable investment plan through asset allocation
- We rebalance and maintain your portfolio's optimal performance over time.
We offer products like:
- Banking products - personal and corporate savings
- Guaranteed Investment Products (GIC's & Annuities)
- Mutual Funds offered through Hub Capital inc.* see disclaimer below
- Segregated Funds
Wealth vehicles include:
DISCLAIMER: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund fact document before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation, the AMF or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.