Investments
Full spectrum of products including many options not available at your bank. Tailored for wealth accumulation and retirement peace of mind.
Tailored Financial Solutions For Every Life Stage
We understand your needs transitioning into retirement and we offer a variety of financial products tailored to meet your specific goals.
TFSA (Tax-Free Savings Account)
Grow your money 100% tax-free. Withdraw at any time without penalty or tax consequence. The perfect vehicle for short-term and long-term goals.
RRSP (Registered Retirement Savings Plan)
Deduct contributions against your current taxable income and accumulate retirement wealth tax-deferred until withdrawal.
RESP (Registered Education Savings Plan)
Take advantage of up to $7,200 in free Canada Education Savings Grants (CESG) to fund your children's post-secondary education.
GIC / GIA (Guaranteed Interest)
100% capital protection with guaranteed returns. We shop across insurance carriers and trust companies for top interest rates.
Segregated Funds
The growth potential of mutual funds combined with principal guarantees (75%–100%), creditor protection, and direct beneficiary designation bypassing probate.
Annuities (Guaranteed Lifetime Income)
Convert a lump sum into a guaranteed monthly paycheque that you can never outlive — eliminating market and longevity risk.
RRIF & LIF Accounts
Structured retirement payout vehicles designed to generate consistent monthly retirement cash flow with tax efficiency.
Pension Transfers & LIRA
Locked-In Retirement Accounts (LIRA) allowing you to take control of previous employer pension funds with personalized investment choices.
High-Interest Savings Accounts
Liquid emergency funds with high daily interest rates and no lock-in periods.
Transitioning into Retirement Peace of Mind
Transitioning into retirement requires moving from wealth accumulation to wealth preservation and guaranteed income generation. Zoobla Financial advisors help you coordinate CPP, OAS, corporate pensions, RRIFs, and annuities to minimize taxes and prevent outliving your savings.
Not sure where to start?
A Zoobla advisor can compare options across 30+ carriers and find the coverage that fits your life and budget.