Investment Strategies
Whether you are a first-time or experienced investor, Stand-Up Advisor offers investment strategies that are competitive, up-to-date, and customized to meet your financial objectives.
We specialize in a wide range of investment products, including:
- Socially Responsible Investing
- Mutual Funds (associated with Botica Capital Management Inc.)
- Segregated Funds (associated with Botica Financial Group Inc.)
- GICs
- and RRSP Loans.
Independently owned and operated, Stand-Up Advisor is not bound to a specific financial institution or insurance company. This allows us to do two things: 1) Gain access to all available products 2) Compare and offer the most competitive rates.
Working with an independently owned firm also allows you to purchase customized products you otherwise wouldn’t be able to access on your own.
Stand-Up Advisor has high ethical standards and practices full disclosure when advising clients. Regardless of how much you want to invest or how little you know about investing, Stand-Up Advisor will help you gain a better understanding of the product(s) you are considering purchasing so you can make an informed decision.
Get financial advising you can trust. For more information on investment options, or to book a consultation, contact us today.
