Roy and Associates helps individuals and businesses plan for the future by identifying and implementing wealth accumulation strategies.
Whether you are looking to save for a down-payment on your dream home, pay for your child’s education, or reward yourself with a retirement of travel, it is never too early to start thinking about your financial goals. Roy and Associates provides financial planning and retirement services that focus on tax efficient investment solutions to maximize your earnings and savings.
For the business owner, we can advise you on personalized creditor-proof solutions for both registered and non-registered assets, and can assist in attracting and retaining employees with a full range of flexible group retirement services.
We provide independent, unbiased financial advice and solutions on: individual and spousal RRSPs and RRIFs, group RRSPs and DPSPs, RESPs, severance and pension roll-overs, investment accounts, financial plans and locked-in accounts.
Mutual funds are offered through Manulife Securities Investment Services Inc.in Ontario, Quebec and Alberta. Insurance products and services are offered through Roy & Associates. Yves Roy, Account Representative.
You can build your wealth, and we can help you do that.
Click on the links below for more information on some of the investment products we provide.
Companies we represent
Leveraged Loans, RRSP Loans
Mutual fund services are offered through Manulife Securities, in the provinces of Ontario, Quebec and Alberta by:
Yves Roy,Account Representative & Mutual Fund Representative (Quebec) Martin Jones, Account Representative
GICs, Equity, Linked GICs, High Interest Savings Accounts
- ING Bank • Manulife Bank
- TD Bank • Laurentian Bank
- Canada Life • Empire Life
- Equitable Life • Industrial Alliance
- Manulife Financial • Standard Life
Mutual Funds*(More than 90 Fund Families)
- AIM / Trimark • AGF
- CI • Fidelity
- Franklin Templeton
- BMO • TD
- Mackenzie Financial
- RBC • CIBC